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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Well Done have?","answer":"Well Done has 20 investment adviser representatives registered with state securities authorities, out of 26 employees, and 20 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Well Done invest in?","answer":"At the end of its last fiscal year, Well Done’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 4% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% state and local bonds, 3% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Well Done?","answer":"Well Done’s direct owners are Brian Vandenbrink, Rhonda Carter, Bryan Linn, Shawn Pacanowski and Brendon Johnson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Well Done get paid?","answer":"Well Done is paid through a percentage of assets under management and fixed fees. 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