WELL-PLANNED FINANCIAL LLC

WELL-PLANNED FINANCIAL LLC of STAUNTON, VA is an SEC-registered investment adviser (CRD 304622). Regulatory assets under management: $13.5M.

Registration

• CRD: 304622
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search