# Well-Planned Financial LLC

> Well-Planned Financial LLC is a state-registered investment advisory firm in Staunton, VA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 304622
- Filed as: WELL-PLANNED FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Staunton, VA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304622
- AdvisorCensus page: https://advisorcensus.com/firm/well-planned-financial-llc-staunton-va-304622

## Quick answers

**How is Well-Planned Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Well-Planned Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Well-Planned Financial LLC located?**
Well-Planned Financial LLC's principal office is in Staunton, VA, according to its Form ADV.

**Is Well-Planned Financial LLC registered with the SEC or a state?**
Well-Planned Financial LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304622.

**How much does Well-Planned Financial LLC manage?**
Well-Planned Financial LLC reports $13,490,000 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (34% discretionary).

**What types of clients does Well-Planned Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Well-Planned Financial 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/304622

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,490,000
- Discretionary: $4,600,000
- Non-discretionary: $8,890,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $8,890,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wellplannedfinancial.net
- Facebook @wellplannedfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Well-Planned Financial LLC (CRD 304622): Form ADV filing data as of October 2026.