CRD: 304622
Well-Planned Financial LLC
$13.5M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-29-2019
- Office Locations
- 1
Office Locations
500 Commerce Road Staunton VA
About Well-Planned Financial LLC
Well-Planned Financial, LLC is an independent, fee-only RIA and fiduciary with no minimums, serving individuals and families with planning for cash flow/debt, tax, education, retirement, and estate needs alongside ongoing investment management. Client portfolios are primarily implemented with ETFs, with custody through Charles Schwab & Co.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$143.5K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Philip Lawton Swann Jr.
Chief Compliance Officer, Founder, Owner, Principal
- CRD
- #6638743
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $8,890,000 | -- |
| Total | $13,490,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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