WELL-PLANNED FINANCIAL LLC

CRD 304622

500 COMMERCE ROAD, STAUNTON, VA, 24401, United States

Phone

540-302-5252

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$13.5M

Discretionary AUM

$4.6M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; PROJECT BASED

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Type	Clients	AUM
Individuals	88	$8.9M
Pension/profit sharing plans	2	$4.6M

Official SEC filing: View on IAPD