# Well Spent Wealth Planning

Well Spent Wealth Planning is a Multi Family Office based in Cincinnati.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati
- **Assets under management:** Undisclosed
- **Website:** https://wellspentplanning.com/

## Regulatory record

- **CRD number:** 305032
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305032

## About

Well Spent Wealth Planning offers financial planning and sustainable investing. It is a fee-only firm with a fiduciary duty to clients, does not sell financial products of any kind, and puts clients' best interests first. The firm helps individuals and families achieve financial goals through intentional planning.

## People

- Danielle Seurkamp — MS, MPAS, FBS, CFP

## Questions

### Where is Well Spent Wealth Planning headquartered?

The firm's headquarters location is not disclosed in any public source available to Altss as of this writing.

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- [SMAART LLC](https://altss.com/profile/smaart-llc)
- [STCP North America LLC](https://altss.com/profile/stcp-north-america-llc)

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/well-spent-wealth-planning

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