As a Registered Investment Adviser our focus at PlanWell is to help you towards great financial decisions while acting as a fiduciary.  

PlanWell is different than most financial advisory practices out there. That’s because we do fee-only planning. We don’t push products, sell you insurance policies you don’t need, or require you to have a million dollars before we will help you. Instead, we charge a flat fee or capped fee in exchange for advice. Pretty simple. We personally value transparency, so we put our costs right out in the open.  The only requirement we have is that you are a pleasant person. 

We partner with exceptional institutions and associations to deliver efficiency, integrated financial planning and investment advice that is customized to your needs.

Some of our partners, affiliations or use of technology include: 

Blueleaf, Charles Schwab, Wealthbox, RightCapital, MoneyTree, AdvicePay, Holistiplan