RIA Intel›Advisers›Minnesota›PLANWELL FINANCIAL GUIDANCE, LLC

PLANWELL FINANCIAL GUIDANCE, LLC

Advisory

BLOOMING PRAIRIE, MN

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MN

#469

of 511 advisers by AUM

Average account

$152K

across 366 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients111

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

111 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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