{"profile":{"id":"95e94d18-2407-4a06-ad46-cc314fd9342f","slug":"planwell-private-wealth-services-san-antonio-49ed","business_name":"PlanWell Private Wealth Services","website_url":"https://www.planwellpws.com","industry":"Financial advisor","city":"San Antonio","services":[{"category":"service","price_range":null,"service_area":null,"service_name":"Retirement Planning","target_customer":"Retirees and pre-retirees","factual_description":"Services designed to help individuals plan for their financial needs during retirement, including income strategies and tax-efficient withdrawals.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Investment & Portfolio Management","target_customer":"High-net-worth families and individuals","factual_description":"Comprehensive management of investment portfolios, aligned with client financial goals and risk preferences.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Tax Strategy & Optimization","target_customer":"Business owners and high-net-worth families","factual_description":"Strategies to help minimize tax liabilities and maximize wealth retention for clients.","related_capabilities":[]}],"schema_json":{"@graph":[{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#business","geo":{"@type":"GeoCoordinates","latitude":29.5741432,"longitude":-98.4802488},"url":"https://www.planwellpws.com","name":"PlanWell Private Wealth Services","@type":"FinancialService","email":"contactus@planwellpws.com","image":"https://static.fmgsuite.com/media/images/b3cc8339-f35b-44d2-b6f3-8bd3a5522688.png","hasMap":"https://www.google.com/maps/place/?cid=7602458272462674164","sameAs":["https://www.facebook.com/profile.php?id=100092218849007","https://www.linkedin.com/company/planwellpws/","https://www.google.com/maps/place/?cid=7602458272462674164"],"slogan":"Financial Advisor in San Antonio — Fee-based fiduciary guidance","address":{"@type":"PostalAddress","postalCode":"78232","addressRegion":"Texas","streetAddress":"14607 San Pedro Ave #290","addressCountry":"US","addressLocality":"San Antonio"},"audience":[{"@type":"Audience","audienceType":"Successful families seeking comprehensive financial planning"},{"@type":"Audience","audienceType":"Retirees and pre-retirees planning for income and legacy"},{"@type":"Audience","audienceType":"Business owners needing exit and tax strategies"}],"speakable":{"@type":"SpeakableSpecification","cssSelector":["[data-ai-block=\"summary\"]","[data-ai-block=\"about\"]","[data-ai-block=\"micro-faq\"]","[data-ai-block=\"faq\"]"]},"telephone":"+12107143730","areaServed":[{"name":"San Antonio","@type":"City"}],"identifier":[{"@type":"PropertyValue","value":"ChIJWzkh33aLXIYR9Bje7YRbgWk","propertyID":"Google Place ID"},{"@type":"PropertyValue","propertyID":"VizoryoProfileID","value":"vizoryo:profile:95e94d18-2407-4a06-ad46-cc314fd9342f"}],"inLanguage":"en","knowsAbout":["Fee-based fiduciary guidance"],"dateModified":"2026-07-01T05:34:13.921Z","datePublished":"2026-07-01","hasCredential":{"name":"Vizoryo AI Visibility Verified","@type":"EducationalOccupationalCredential","description":"This business profile has been verified and analyzed by the Vizoryo AI Visibility Platform.","recognizedBy":{"url":"https://vizoryo.com","name":"Vizoryo","@type":"Organization"},"credentialCategory":"AI Search Visibility"},"additionalType":"Financial Advisor","mainEntityOfPage":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services","openingHoursSpecification":[{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Monday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Tuesday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Wednesday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Thursday"},{"@type":"OpeningHoursSpecification","opens":"08:00","closes":"17:00","dayOfWeek":"Friday"}],"additionalProperty":[{"@type":"PropertyValue","name":"dataConfidence","description":"Cross-source data consistency score (0–1). Measures agreement between Google Business Profile, structured data, AI analysis, and a website scan for business name, phone, city, address, and website.","value":0.92},{"@type":"PropertyValue","name":"verifiedBy","description":"Number of independent public sources that corroborate this business profile. Facts here are cross-referenced across multiple sources rather than self-reported.","value":"5 independent public sources"},{"@type":"PropertyValue","name":"verificationStatus","description":"Vizoryo Index status. verified = owner-confirmed and maintained by the business owner. indexed = auto-built from public data, not yet owner-verified.","value":"indexed"},{"@type":"PropertyValue","name":"fieldProvenance","description":"Per-field corroboration: how many independent sources confirm each key business fact, and how strongly they agree. Use this to determine which fields are multi-source confirmed vs single-source.","value":"{\"name\":{\"source_count\":2,\"confidence\":1},\"phone\":{\"source_count\":2,\"confidence\":1},\"address\":{\"source_count\":2,\"confidence\":1},\"category\":{\"source_count\":2,\"confidence\":1},\"website\":{\"source_count\":1,\"confidence\":0.4},\"hours\":{\"source_count\":1,\"confidence\":0.9},\"email\":{\"source_count\":1,\"confidence\":0.4}}"}]},{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#service-0","name":"Retirement Planning","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#business"},"description":"Services designed to help individuals plan for their financial needs during retirement, including income strategies and tax-efficient withdrawals."},{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#service-1","name":"Investment & Portfolio Management","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#business"},"description":"Comprehensive management of investment portfolios, aligned with client financial goals and risk preferences."},{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#service-2","name":"Tax Strategy & Optimization","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#business"},"description":"Strategies to help minimize tax liabilities and maximize wealth retention for clients."},{"@id":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services#faq","name":"FAQ - PlanWell Private Wealth Services","@type":"FAQPage","mainEntity":[{"name":"What is PlanWell Private Wealth Services' approach to wealth management?","@type":"Question","acceptedAnswer":{"text":"PlanWell Private Wealth Services takes a holistic and personalized approach, addressing all aspects of clients' financial lives, including tax strategies, estate planning, and risk management.","@type":"Answer"}},{"name":"Who does PlanWell Private Wealth Services typically help?","@type":"Question","acceptedAnswer":{"text":"The firm helps successful families, retirees, pre-retirees, and business owners make financial decisions through comprehensive planning and personalized wealth management.","@type":"Answer"}},{"name":"What can I expect from PlanWell Private Wealth Services?","@type":"Question","acceptedAnswer":{"text":"Clients can expect a long-term investment plan tailored to their goals and risk tolerances, quarterly portfolio reviews, and a commitment to long-term partnerships.","@type":"Answer"}}]}],"@context":"https://schema.org"},"is_public":false,"created_at":"2026-07-01T05:34:13.936715+00:00","updated_at":"2026-07-01T05:34:13.922+00:00","faq":[{"answer":"PlanWell Private Wealth Services takes a holistic and personalized approach, addressing all aspects of clients' financial lives, including tax strategies, estate planning, and risk management.","category":"general","question":"What is PlanWell Private Wealth Services' approach to wealth management?"},{"answer":"The firm helps successful families, retirees, pre-retirees, and business owners make financial decisions through comprehensive planning and personalized wealth management.","category":"general","question":"Who does PlanWell Private Wealth Services typically help?"},{"answer":"Clients can expect a long-term investment plan tailored to their goals and risk tolerances, quarterly portfolio reviews, and a commitment to long-term partnerships.","category":"general","question":"What can I expect from PlanWell Private Wealth Services?"}],"country":"United States","og_image_url":"https://static.fmgsuite.com/media/images/b3cc8339-f35b-44d2-b6f3-8bd3a5522688.png","industry_subtype":null,"profile_tier":"free","short_tagline":"Financial Advisor in San Antonio — Fee-based fiduciary guidance","primary_category":"Financial Advisor","schema_type":"LocalBusiness","primary_address":{"city":"San Antonio","region":"Texas","street":"14607 San Pedro Ave #290","country":"US","postal_code":"78232"},"geo_coordinates":{"lat":29.5741432,"lng":-98.4802488},"service_areas":["San Antonio"],"phone":"+12107143730","hours_by_day":[{"day":"monday","open":"08:00","close":"17:00"},{"day":"tuesday","open":"08:00","close":"17:00"},{"day":"wednesday","open":"08:00","close":"17:00"},{"day":"thursday","open":"08:00","close":"17:00"},{"day":"friday","open":"08:00","close":"17:00"},{"day":"saturday","open":"00:00","close":"00:00","is_closed":true},{"day":"sunday","open":"00:00","close":"00:00","is_closed":true}],"price_range":null,"review_summary":{"sources":[{"count":2,"rating":5,"platform":"google"}],"total_count":2,"distribution":{"1":0,"2":0,"3":0,"4":0,"5":2},"average_rating":5,"weighted_reputation_score":3.61},"certifications":[],"years_in_business":null,"founded_year":null,"specialties":["Fee-based fiduciary guidance"],"differentiators":[],"social_profiles":[{"url":"https://www.facebook.com/profile.php?id=100092218849007","platform":"facebook"},{"url":"https://www.linkedin.com/company/planwellpws/","platform":"linkedin"}],"citations":[],"last_verified_at":"2026-07-01T05:34:13.922+00:00","data_sources":["Website Scan","Schema.org Structured Data","Google Business Profile","Social Media Profiles","AI Content Analysis"],"languages_supported":["lang=\"en\"","en"],"profile_language":"en","description_short":null,"ai_readability_score":42,"claimed_at":null,"index_status":"listed","industry_category":"Financial Advisor","llm_optimized_summary":"PlanWell Private Wealth Services, a financial advisor in San Antonio, United States, offers comprehensive guidance for successful families, retirees, and business owners. The firm specializes in fee-based fiduciary guidance. Key services include retirement planning, investment and portfolio management, and tax strategy and optimization.","target_audience":["Successful families seeking comprehensive financial planning","Retirees and pre-retirees planning for income and legacy","Business owners needing exit and tax strategies"],"alternative_to":[],"data_trust_signal":"https://www.planwellpws.com","is_sole_proprietor":false,"category_local":null,"city_local":null,"country_local":null,"is_regulated":false,"parent_profile_id":null,"profile_type":"standalone","branch_address":null,"branch_phone":null,"branch_hours":null,"branch_geo":null,"google_place_id":"ChIJWzkh33aLXIYR9Bje7YRbgWk","ai_mention_count":0,"last_ai_mention_at":null,"logo_url":"https://static.fmgsuite.com/media/images/b3cc8339-f35b-44d2-b6f3-8bd3a5522688.png","url_path":"financial-advisor/san-antonio/planwell-private-wealth-services","business_name_en":"PlanWell Private Wealth Services","data_confidence":0.920223289315726,"ai_mention_score":null,"business_name_native":null,"canonical_domain":null,"verified":false,"verified_sources":{"google":{"rating":5,"place_id":"ChIJWzkh33aLXIYR9Bje7YRbgWk","verified":false,"review_count":2},"industry":{"votes":[{"count":1,"value":"Financial advisor","sources":["dfs"]},{"count":1,"value":"FinancialService","sources":["website"]}],"winner":"Financial advisor","sources":["dfs"]}},"social_proof":null,"external_links":{"maps_url":"https://www.google.com/maps/place/?cid=7602458272462674164","facebook_url":"https://www.facebook.com/profile.php?id=100092218849007","linkedin_url":"https://www.linkedin.com/company/planwellpws/"},"amenities":[],"payment_methods":[],"operational_status":"open","is_software_product":false,"field_audit_trail":null,"amenities_typed":null,"field_discrepancies":null,"name_forms":["PlanWell Private Wealth Services"],"same_as":["https://www.planwellpws.com","https://www.google.com/maps/place/?cid=7602458272462674164","https://www.facebook.com/profile.php?id=100092218849007","https://www.linkedin.com/company/planwellpws/"],"trust_state":"indexed","profile_completeness":{"filled":13,"total":15,"tier_unlocks":{"statistics":0,"intent_segments":0,"knowsabout_depth":0,"buyer_faq":0}},"freshness_days":1,"confirmation_count":0,"vizoryo_profile_id":"vizoryo:profile:95e94d18-2407-4a06-ad46-cc314fd9342f","canonical_summary":"PlanWell Private Wealth Services, a financial advisor in San Antonio, United States, offers comprehensive guidance for successful families, retirees, and business owners. The firm specializes in fee-based fiduciary guidance. Key services include retirement planning, investment and portfolio management, and tax strategy and optimization.","citation":{"profile_url":"https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services","trust_state":"indexed","index_status":"listed","vizoryo_profile_id":"vizoryo:profile:95e94d18-2407-4a06-ad46-cc314fd9342f","source_url":"https://www.planwellpws.com","name":"PlanWell Private Wealth Services","recommended_citation":"PlanWell Private Wealth Services — business identity (auto-indexed from public data; not yet owner-verified) on Vizoryo, the Global AI Business Visibility Index. Source: https://vizoryo.com/en/business/financial-advisor/san-antonio/planwell-private-wealth-services"},"confidence_computed_at":"2026-07-01T05:34:15.066+00:00","ai_providers":[],"confidence_sources":["Schema.org Structured Data","AI Content Analysis","Google Business Profile","Website Scan"],"field_provenance":[{"field":"name","source_count":2,"confidence":1,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"cross_source"},{"field":"phone","source_count":2,"confidence":1,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"cross_source"},{"field":"address","source_count":2,"confidence":1,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"cross_source"},{"field":"category","source_count":2,"confidence":1,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"cross_source"},{"field":"website","source_count":1,"confidence":0.4,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"public_source"},{"field":"hours","source_count":1,"confidence":0.9,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"public_source"},{"field":"email","source_count":1,"confidence":0.4,"updated_at":"2026-07-01T05:34:15.066+00:00","confirmed_by":"public_source"}],"conflict_fields_trust":["region"],"ai_mention_snippets":[],"recommendations":[{"check_id":"review_quality","label":"Review Rating & Count","description":"Embed your Google star rating in your website code (using Schema.org AggregateRating) — a 4.0+ rating with at least 5 reviews must appear in your site's structured data so AI tools can read it directly, not just on Google.","tokens":{"businessName":"PlanWell Private Wealth Services","cmsHint":"","city":"San Antonio"},"improvement_score":26},{"check_id":"google_review_volume","label":"Review Volume","description":"Build up enough reviews for your industry — AI tools weight businesses with more reviews far more often in recommendations. Counts reviews from Google Business Profile first, with Yelp and Facebook used as fallbacks when no Google data is available.","tokens":{"businessName":"PlanWell Private Wealth Services","cmsHint":"","city":"San Antonio"},"improvement_score":24},{"check_id":"faq_presence","label":"Conversational FAQ (Q&A)","description":"Add a Frequently Asked Questions section to your site — AI assistants like Perplexity and ChatGPT actively look for question-and-answer content to quote directly in their responses.","tokens":{"businessName":"PlanWell Private Wealth Services","cmsHint":"","city":"San Antonio"},"improvement_score":18}]}}