Jason Farris
Waller Financial Planning Group · Columbus, Ohio
Jason Farris is a fee-only financial advisor at Waller Financial Planning Group in Columbus, Ohio, who holds the CFP credential. Jason focuses on tax planning and estate & legacy planning. Waller Financial Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Waller Financial Planning Group |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $747.8M across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4925982 |
| Exams passed | Series 63 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waller.com |
| Profile |
How Jason's firm compares
- Waller Financial Planning Group's average account is about $359,000, from its Form ADV (assets managed divided by 2,081 accounts).
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Questions about Jason
Is Jason Farris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Waller Financial Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Waller Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Farris based?
Jason Farris is based in Columbus, Ohio.
What does Jason specialize in?
Jason's specialties include tax planning and estate & legacy planning.
What credentials does Jason Farris hold?
Jason Farris holds the CFP credential.
Is Jason Farris registered with the SEC?
Yes. Jason Farris is registered as an investment adviser representative in OH and TX (CRD 4925982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waller Financial Planning Group manage?
Waller Financial Planning Group reports $747.8M across 2,081 accounts in assets under management.
How do I contact Jason Farris?
Through Jason's website, www.waller.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
- Waller Financial Planning Group 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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