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Home > Retirement Planners > ohio > columbus > WALLER FINANCIAL PLANNING GROUP, INC.
WALLER FINANCIAL PLANNING GROUP, INC.
941 Chatham Lane Suite 212
Columbus, Ohio 43221
Tel: 614-457-7026
About WALLER FINANCIAL PLANNING GROUP, INC.
WALLER FINANCIAL PLANNING GROUP, INC, formally registered with the SEC as WALLER FINANCIAL PLANNING GROUP, INC. The firm was established in 01/10/2012. They have over 2 offices throughout the country.
WALLER FINANCIAL PLANNING GROUP, INC. is a Columbus, Ohio based Financial Planning firm with nearly $635,334,614 assets under management, offering retirement planning & investment advisory services to 2013 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159564 |
| SEC# | 801-72938 |
| Assets Managed by Firm | $635,334,614 |
| No. of Clients | 2013 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2013 | $635,334,614 |
| Individuals (other than high net worth individuals) | 309 | $116,082,309 |
| High net worth individuals | 241 | $516,832,615 |
| Charitable organizations | Fewer than 5 clients | $2,419,690 |
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