If you just finished the PlanVault questionnaire, or you are deciding whether to start it, checking us out first is exactly the right instinct. A trustworthy service should hold up to that check. This page answers the question directly, with claims you can verify yourself rather than take on faith.
What PlanVault Is, and What It Is Not
PlanVault is an advisor matching and referral service operated by RevScale Ventures LLC. PlanVault connects people who want help with retirement planning to licensed financial advisors, based on each person's situation and stated needs.
PlanVault is not a financial advisor, broker-dealer, or fiduciary, and PlanVault gives no investment, tax, or legal advice. The advisory relationship is entirely between you and the advisor you choose to work with, or choose not to work with. There is no obligation to hire anyone.
How Does PlanVault Make Money?
This is the question behind most "is it legit" searches, so here is the plain answer: advisors in PlanVault's network pay PlanVault to be introduced to people like you. That is why your review costs you nothing, and PlanVault never charges you anything. The same disclosure appears in the footer of every page on this site. Comparable matching services work the same way; the difference is only in how plainly it is said.
Is the review really free?
Yes. The review is free and carries no obligation to hire the advisor you are matched with. PlanVault is paid by participating advisors, not by consumers, so there is no fee, no upsell, and no card to enter at any point.
How to Verify Any Advisor, Including Ours
Do not take any matching service's word, including PlanVault's, for an advisor's credentials. The United States has free, official, public verification tools, and we encourage you to use them on any advisor you are matched with:
- FINRA BrokerCheck: license status, employment history, and any disclosures or complaints for brokers and their firms.
- SEC Investment Adviser Public Disclosure: registration records and Form ADV filings for investment advisers.
- CFP Board verification: confirms whether someone actually holds the CERTIFIED FINANCIAL PLANNER designation and whether they have public discipline.
A trustworthy advisor never minds being checked. If anyone ever discourages you from looking them up, treat that as the answer.
The Editorial Standard Behind This Site
Every statistic published on PlanVault's pages is traced to a named primary source: IRS publications and notices, Social Security Administration records, federal statutes, and peer-reviewed research. Where a famous industry statistic failed verification, our pages say so and cite the correction instead. There are no invented testimonials, no fabricated review counts, and no fake press mentions anywhere on this site.
What Happens With Your Information
Matching you with an advisor requires sharing the information you provide with that advisor; that is the service you are asking PlanVault to perform. The full details, including your privacy rights and how to exercise them, are in the privacy policy. Consent to be contacted is collected at one clearly marked point in the questionnaire, and you can opt out of communications at any time.