WELL-PLANNED FINANCIAL LLC

RIASEC Registered

Total AUM

$13.5M

Discretionary

$4.6M

34% of AUM

Avg account

$150K

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAUNTON, Virginia
CRD number: 304622
Website: wellplannedfinancial.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals65.9%
Pension & Profit Sharing Plans34.1%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Well-Planned Financial LLC is an independent registered investment adviser organized as a limited liability company with an individual owner. The firm serves both individual and family clients as well as some institutional relationships. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, selecting other advisers, and providing educational seminars and workshops. Well-Planned Financial acts as a capital allocator—using third-party managers when appropriate—operates on a mix of fee arrangements (percentage of assets under management, fixed fees, and other fee structures), and does not position itself as an ESG-focused or multistate adviser.