Philip Swann
Well-Planned Financial · Staunton, Virginia
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.
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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 | $13.5M across 90 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6638743 |
| Exams passed | Series 63 (2019) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wellplannedfinancial.net |
How Philip's firm compares
- Well-Planned Financial's average account is about $150,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Philip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Well-Planned Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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