# Planwell Financial Guidance, LLC

> Planwell Financial Guidance, LLC is a state-registered investment advisory firm in Blooming Prairie, MN, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 293932
- Filed as: PLANWELL FINANCIAL GUIDANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Blooming Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293932
- AdvisorCensus page: https://advisorcensus.com/firm/planwell-financial-guidance-llc-blooming-prairie-mn-293932

## Quick answers

**How is Planwell Financial Guidance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Planwell Financial Guidance, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Planwell Financial Guidance, LLC located?**
Planwell Financial Guidance, LLC's principal office is in Blooming Prairie, MN, according to its Form ADV.

**Is Planwell Financial Guidance, LLC registered with the SEC or a state?**
Planwell Financial Guidance, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293932.

**How much does Planwell Financial Guidance, LLC manage?**
Planwell Financial Guidance, LLC reports $55,573,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Planwell Financial Guidance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (18); charitable organizations (1).

**Does Planwell Financial Guidance, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293932

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,573,000
- Discretionary: $55,573,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $38,008,651 |
| High net worth individuals | 18 | $17,058,364 |
| Charitable organizations | 1 | $505,985 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [planwell.financial](https://planwell.financial)
- [xyplanningnetwork.com/advisors/eaton-miller-cfp](https://xyplanningnetwork.com/advisors/eaton-miller-cfp)
- Facebook @planwellfinancial
- Instagram @eatonmiller927
- LinkedIn @eaton-miller-cfp®-5ab92044
- X @MillerEato34216

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planwell Financial Guidance, LLC (CRD 293932): Form ADV filing data as of October 2026.