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
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
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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