Well-Planned Financial, LLC (WPF) manages investment portfolios and offers financial planning services, including project-based planning and comprehensive financial planning. WPF may use third-party managers for portfolio management. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WPF also offers educational seminars.
Assets Under Management$7.3M
Clients40
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.80% |
The annual fees are negotiable. Retirement accounts are charged 0.5% annually and brokerage accounts are charged 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...