Firm
Well-Planned Financial
Staunton, Virginia
Fee-only
Well-Planned Financial at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 88 individual clients.
- Its average account is about $150,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Staunton, Virginia |
|---|---|
| Website | wellplannedfinancial.net |
| Phone | (540) 302-5252 |
Well-Planned Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"with no minimum asset requirement" 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 · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 88 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 304622 |