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WELL-PLANNED FINANCIAL LLC

Advisory

STAUNTON, VA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$150K

across 90 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$5M

Non-Discretionary AUM$9M

Discretionary %34.1%

Total Clients90

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

90 clients

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

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

KLAREN CAPITAL, LLC

$14M

FREEDOM CAPITAL MANAGEMENT OF VIRGINIA LLC

$13M

LIONHEART FINANCIAL PLANNING, INC.

$14M

BANKSCHANNEL ADVISORS, LLC

$13M

OG ADVISORY GROUP, LLC

ROANOKE, VA

$14M

CORIOLIS MANAGEMENT, LLC

MCLEAN, VA

$13M

+105.0% 1Y

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