Well-planned Financial LLC

Well-planned Financial LLC (CRD# 304622) is a financial advisory firm headquartered in Staunton, VA. They manage $2,985,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11 N Central Avenue, Suite 0, Staunton, VA 24401
https://www.wellplannedfinancial.net
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $248,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Well-planned Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip Swann, financial advisor Staunton VA
Philip L. Swann
CRD#: 6638743
11 N Central Avenue, Suite 0, Staunton, VA 24401

Philip Swann (CRD# 6638743) is an Investment Advisor Representative working at Well-planned Financial LLC in Staunton, VA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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