# Philip Swann

> Philip Swann is a fee-only financial advisor at Well-Planned Financial in Staunton, Virginia. Well-Planned Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/philip-swann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Well-Planned Financial
- **Based in:** Staunton, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $13.5M across 90 accounts
- **CRD:** 6638743 (https://adviserinfo.sec.gov/individual/summary/6638743)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2019), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wellplannedfinancial.net

## Frequently asked questions

### Is Philip Swann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Well-Planned Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, Well-Planned Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Philip charge?

According to Well-Planned Financial's website, checked October 30, 2026: no asset minimum.

### Where is Philip Swann based?

Philip Swann is based in Staunton, Virginia.

### Is Philip Swann registered with the SEC?

Yes. Philip Swann is registered as an investment adviser representative in VA (CRD 6638743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Well-Planned Financial manage?

Well-Planned Financial reports $13.5M across 90 accounts in assets under management.

### How do I contact Philip Swann?

Through Philip's website, www.wellplannedfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6638743): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wellplannedfinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.