# WELL-PLANNED FINANCIAL LLC

WELL-PLANNED FINANCIAL LLC of STAUNTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 304622
- Type: SEC-registered investment adviser
- Location: 500 COMMERCE ROAD, STAUNTON, VA, 24401
- Phone: 540-302-5252
- Latest filing: 2026-04-21
- Regulatory AUM: $13.5M
- Discretionary AUM: $4.6M
- Non-discretionary AUM: $8.9M
- Clients: 1
- Accounts: 90

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304622/similar
- Related entities: https://search.stillhousedata.com/firm/304622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304622

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.