Advisor at PlanWell Financial Guidance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Blooming Prairie, MN 55917
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Eaton Miller is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at PlanWell Financial Guidance, LLC, where he has worked since 2018. Prior to that, he was with Superior Financial LLC for seven years. Outside of his advisory role, Miller manages a property management business, ELATIONPLACE LLC. PlanWell Financial Guidance, LLC provides financial planning and investment advisory services to individuals, charitable organizations, and businesses. The firm emphasizes passive investment management informed by fundamental analysis and offers a range of financial planning packages and ongoing advisement subscriptions.
Based on PlanWell Financial Guidance, LLC
Based on PlanWell Financial Guidance, LLC
Ongoing Financial Guidance upfront fee $500 to $1,000; Life-Stage Financial Planning fees: Retirement-time Guidance $3,240 single, $4,020 couple; Life-event Guidance $3,000 single, $3,720 couple; Newlywed Guidance 1.5% of combined gross income with $600 minimum; Financial Review $950 single, $1,200 couple
$0 - $800,000: 0.80% $800,001+: $6,400 maximum annual fee (flat) $0 - $800,000: $1,000 fixed fee for Retirement Plan Consulting up to 10 participants $0 - $800,000: $2,000 fixed fee for Retirement Plan Consulting up to 20 participants $0 - $800,000: $3,000 fixed fee for Retirement Plan Consulting up to 30 participants $800,001 - $5,000,000: 0.35% $5,000,001+: 0.25%
$190.00 per hour for Hourly Consulting
Ongoing Financial Guidance monthly or quarterly fees ranging from $100 to $400 per month or $300 to $1,200 per quarter; Investment Advisement fees $30 to $120 per month or $90 to $360 per quarter
Minimum fee: $150 annual minimum fee for Investment Management service Fee-only: Investment Management, Investment Advisement, Financial Planning services offered on a fee-only basis
421 E. Main St, Ste. 100
Blooming Prairie, MN 55917
Minnesota
PlanWell Financial Guidance, LLC
2018 - Present (8 years)
Superior Financial LLC
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Blooming Prairie, MN
LPL Enterprise
Joshua Thoreson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, previously working at Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory role, he serves as an on-call volunteer firefighter and emergency medical services instructor and works as an on-call K-12 classroom teacher in Blooming Prairie, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of securities and insurance products.
Series 63
Brownsdale, MN
UBS Financial Services
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