Firm
PlanWell Financial Guidance
Hayfield, Minnesota
Fee-only
PlanWell Financial Guidance at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 110 individual clients, 18 of them high net worth.
- Its average account is about $152,000 (assets it manages divided by its 366 accounts).
- Its ongoing planning fee starts at $3,000 a year, above the Minnesota median of $2,100.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Hayfield, Minnesota |
|---|---|
| Website | planwell.financial |
| [email protected] | |
| Phone | (673) 461-9077 |
PlanWell Financial Guidance fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$250/MO. FOR SINGLE," source
"we charge a flat fee or capped fee in exchange for objective advice" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $56 million |
| Individual clients | 92 |
| High-net-worth clients | 18 |
| Accounts managed | 366 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 293932 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Prevail Financial Partners · Bayport
- Pulse Financial Planning · Rochester
- Punch & Associates · Edina
- Quarry Hill Advisors · Minneapolis
- R.M. Shannon Wealth Management, LLC · Saint Paul
- Red Rock Capital Advisors · Hibbing
- Reinking Financial Consulting · Eden Prairie
- Renovate Financial Planning · Blaine