Danny Colburn
Colburn Wealth Management, LLC. · Grove City, Ohio
Danny Colburn is a fee-only financial advisor at Colburn Wealth Management, LLC. in Grove City, Ohio. Danny focuses on equity compensation and retirement planning. Colburn Wealth Management, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Colburn Wealth Management, LLC. |
|---|---|
| Based in | Grove City, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $116.2M across 463 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 5937382 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | colburnwm.com |
| Profile |
How Danny's firm compares
- Colburn Wealth Management, LLC.'s average account is about $251,000, from its Form ADV (assets managed divided by 463 accounts).
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Questions about Danny
Is Danny Colburn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danny holds no broker registration, and Colburn Wealth Management, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danny charge for financial advice?
Danny's firm, Colburn Wealth Management, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Danny work with clients virtually?
Yes. Colburn Wealth Management, LLC. says on its website that it works with clients remotely.
Where is Danny Colburn based?
Danny Colburn is based in Grove City, Ohio.
What does Danny specialize in?
Danny's specialties include equity compensation and retirement planning. Danny works with executives, retirees and pre-retirees.
Is Danny Colburn registered with the SEC?
Yes. Danny Colburn is registered as an investment adviser representative in OH and TX (CRD 5937382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colburn Wealth Management, LLC. manage?
Colburn Wealth Management, LLC. reports $116.2M across 463 accounts in assets under management.
How do I contact Danny Colburn?
Through Danny's website, colburnwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colburn Wealth Management, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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