Well Planned Financial
Financial Services • 
Staunton, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 11 N Central Ave, Suite 0, Staunton, Virginia 24401, US |
| Phone number | +15403025252 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning And Financial Services |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Well Planned Financial
Philip Swann
Principal and Founder
Well Planned Financial Email Formats
Well Planned Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wellplannedfinancial.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wellplannedfinancial.net | 100% |
About Well Planned Financial
Well-Planned Financial, LLC is a fee-only financial advisory firm providing financial education and financial coaching services to Gen X and Millennial professionals when they want an advocate on their side and accountability in their corner.
Well Planned Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Well Planned Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Well Planned Financial has never raised funding before.
Well Planned Financial Tech Stack
Discover the technologies and tools that power Well Planned Financial's digital infrastructure, from frameworks to analytics platforms.
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