PLANWELL FINANCIAL GUIDANCE, LLC

Overview

Planwell Financial Guidance, LLC is an independent registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm serves both individual & family and institutional clients and charges clients by percentage of AUM as well as hourly and fixed fees. Its filings show a clear preference for equity exposure: exchange-traded equities represent the bulk of deployed assets, indicating a bias toward liquid, transparent public-market strategies rather than private-market or complex alternative structures. Investment activity appears centered on building equity-oriented portfolios—using exchange-traded instruments as the primary building blocks—supplemented by traditional mutual funds. Planwell does not identify itself as an active ESG investor in its filings and is not listed as a capital allocator; there are no named third-party alternative managers disclosed on the form.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices