Mark Zoril

Mark Zoril is the founder of PlanVision, a financial advisory firm established in 2012. With over 25 years of experience in the finance industry, Zoril recognized that many individuals were paying excessive fees for investment advice. He aimed to provide a more affordable and effective alternative by focusing on low-cost index funds, which he believes outperform most actively managed funds. His services are particularly popular among expatriates, with clients spanning 78 countries.1

Business Model and Philosophy:
Zoril's approach is unique; he charges a nominal fee of $96 per year to guide clients through the investment process rather than managing their money directly. He uses technology, such as the eMoney system, to assist clients in creating personalized financial plans and navigating brokerage sites.12 His philosophy emphasizes that most people can learn to build their own diversified portfolios with minimal costs.

Clientele and Impact:
Zoril has gained a reputation as a highly sought-after advisor, often described as one of the most famous financial advisors globally. His client base includes a diverse range of individuals, particularly expatriates who appreciate his straightforward and accessible investment guidance.1

Based in Plymouth, Minnesota, Zoril continues to expand his reach and influence in the financial advisory space while maintaining a commitment to client education and empowerment.13