CRD: 293932
Planwell Financial Guidance, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier bridgeAtlas
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
About Planwell Financial Guidance, LLC
PlanWell Financial Guidance is a fee-only, fiduciary planning and investment advisory firm led by CFP® Eaton L. Miller in Minnesota. They serve individuals navigating retirement, major life/financial changes, and clients seeking ongoing guidance or a second opinion. Portfolios are built for simplicity and efficiency, often using ETFs, with flat or capped fees disclosed upfront. New client capacity is currently limited to referrals, with a waitlist.
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Owner & Executives
EATON LLOYD MILLER
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #4753757
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,573,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,573,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,573,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,075,368,294 | 27.9% |
| Public Funds | $832,543,196 | 21.6% |
| Cash | $921,193,628 | 23.9% |
| Municipal Bonds | $1,025,261,528 | 26.6% |
| Total | $3,854,366,646 | 100.0% |