CRD: 293932
Planwell Financial Guidance, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 120 clients, or 120 clients per representative. That equates to $463.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
EATON LLOYD MILLER
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #4753757
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Planwell Financial Guidance, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.