Emily DeBlase
Organic Wealth · Columbus, Ohio
Emily DeBlase is a fee-only financial advisor at Organic Wealth in Columbus, Ohio, who holds the ChFC credential. Emily charges an ongoing planning fee and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | Organic Wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $6.5M across 57 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OH · CRD 6860779 |
| Exams passed | Series 63 (2023) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.organicwealthplan.com |
| Profile |
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Questions about Emily
Is Emily DeBlase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Organic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily charges an ongoing planning fee and a one-time planning fee.
Where is Emily DeBlase based?
Emily DeBlase is based in Columbus, Ohio.
What does Emily specialize in?
Emily's specialties include retirement planning, estate & legacy planning and tax planning. Emily works with retirees and early-career professionals.
What credentials does Emily DeBlase hold?
Emily DeBlase holds the ChFC credential.
Is Emily DeBlase registered with the SEC?
Yes. Emily DeBlase is registered as an investment adviser representative in OH (CRD 6860779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Organic Wealth manage?
Organic Wealth reports $6.5M across 57 accounts in assets under management.
How do I contact Emily DeBlase?
Through Emily's website, www.organicwealthplan.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
- Organic Wealth 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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