A complete list of active advisors currently associated with PlanWell Financial Guidance, LLC

Warmer can help you find a great advisor at PlanWell Financial Guidance, LLC or one who fits your needs even better.

PlanWell Financial Guidance provides fee-only financial planning and portfolio management to individual clients (including high-net-worth individuals), as well as charitable organizations and businesses. The firm offers ongoing subscription-based financial guidance, limited/ hourly reviews, life-stage planning packages, and retirement plan consulting for plan sponsors. The firm’s investment approach emphasizes passive investment management, with multi-factor (smart‑beta) elements and fundamental analysis when constructing client plans; it may implement portfolios using third‑party models and typically exercises discretionary trading authority for managed accounts. PlanWell uses third‑party technology, including AI for administrative tasks such as transcribing meetings and drafting documents, and states that AI outputs are processed in a secure environment, are not used to train public models, and are subject to human review; the brochure also notes AI is not used for investment decision‑making. Distinctive features include a single‑advisor practice overseeing roughly $55.6 million in discretionary assets for about 110 clients while offering no account minimums, packaged six‑month life‑stage planning engagements (including a newlywed guidance offering priced as a percentage of combined income), and explicit written policies on human oversight and privacy protections around AI use.

To learn more about the advisors currently working at PlanWell Financial Guidance, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.