Advisor at Well-Planned Financial 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.
Firm
Well-Planned Financial LLC
Location
Staunton, VA 24401
Credentials
Series 63, Series 65
Industry experience
9 years
Philip Swann is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, as well as over three decades with Swann Construction, Inc. He is the sole advisor at his independent firm. Well-Planned Financial LLC provides investment management and financial planning services to individual and high-net-worth clients, along with employee benefit plan consulting and implementation. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates third-party managers and model portfolios, and offers both discretionary and non-discretionary account management, with a notable focus on pension and profit-sharing plan clients and educational seminars.
Based on Well-Planned Financial LLC
Based on Well-Planned Financial LLC
Project based financial planning fees range from $300 to $5,000, comprehensive financial planning has an upfront fee of $200-$1,000 and ongoing monthly fees of $120-$1,000
$0 - $100,000: Negotiable $100,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.80%
$200 per hour
500 Commerce Road
Staunton, VA 24401
Virginia
Well-Planned Financial LLC
2019 - Present (7 years)
Providence Asset Management, LLC
2018 - 2019 (1 year)
Cetera Advisor Networks
2018 - 2019 (1 year)
The Henderson Group
2016 - 2018 (2 years)
Swann Construction, Inc.
1985 - 2017 (32 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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