# Well Spent Wealth Planning

> Well Spent Wealth Planning is a state-registered investment advisory firm in Cincinnati, OH, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 305032
- Filed as: WELL SPENT WEALTH PLANNING
- Legal name: Well Spent LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305032
- AdvisorCensus page: https://advisorcensus.com/firm/well-spent-wealth-planning-cincinnati-oh-305032

## Quick answers

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

**Where is Well Spent Wealth Planning located?**
Well Spent Wealth Planning's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Well Spent Wealth Planning registered with the SEC or a state?**
Well Spent Wealth Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305032.

**How much does Well Spent Wealth Planning manage?**
Well Spent Wealth Planning reports $40,456,445 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Well Spent Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (12).

**Does Well Spent Wealth Planning 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/305032

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,456,445
- Discretionary: $40,456,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $17,176,779 |
| High net worth individuals | 12 | $23,279,666 |

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

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

### Websites listed on Form ADV (Item 1.I)
- wellspentplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Well Spent Wealth Planning (CRD 305032): Form ADV filing data as of October 2026.