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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2019
- Office Locations
- 1
Office Locations
About Well Spent Wealth Planning
Well Spent Wealth Planning is a fee-only, fiduciary financial planning firm led by CFP® Danielle Seurkamp (MPAS®, FBS®). The practice helps individuals and families build plans that integrate tax-aware investing, insurance and education funding decisions, and the psychology of money. Seurkamp is a NAPFA leader and award recipient, and publishes widely (including Forbes), offering a planning-first partner for distribution conversations.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIELLE R SEURKAMP
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5869012
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,456,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,456,445 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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