Well-Planned Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$1,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $200-$1000 and an ongoing fee that is paid monthly, in arrears, at the rate of $120-$1000 per month.”

Monthly fee

$120⁠-⁠$1,000/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Well-Planned Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If advisory fees are deducted from the client’s account, the client will be sent an invoice itemizing the fee.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Well-Planned Financial LLC’s fees compare

• Its flat or project fee of $200-$1,000 is below the Virginia median of $4,250. 7% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Well-Planned Financial LLC

• Principal: Philip Swann
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

88

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$13,490,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304622

Website

wellplannedfinancial.net (opens in new tab)

Phone

(540) 302-5252

Other planners in Virginia that publish fees

• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr

Compare all 435 planners in Virginia