# Phillip Bollin

> Phillip Bollin is a fee-only financial advisor at Bollin Wealth Management in Perrysburg, Ohio, who holds the CFP credential. Bollin Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/phillip-bollin/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bollin Wealth Management
- **Based in:** Perrysburg, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $152.7M across 553 accounts
- **Credentials:** CFP
- **CRD:** 4537321 (https://adviserinfo.sec.gov/individual/summary/4537321)
- **SEC registration:** Investment adviser representative in MI, OH
- **Exams passed:** Series 66 (2002)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.perrysburgfinancialplanner.com

## Frequently asked questions

### Is Phillip Bollin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Bollin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phillip charge for financial advice?

Phillip's firm, Bollin Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Phillip Bollin based?

Phillip Bollin is based in Perrysburg, Ohio.

### What credentials does Phillip Bollin hold?

Phillip Bollin holds the CFP credential.

### Is Phillip Bollin registered with the SEC?

Yes. Phillip Bollin is registered as an investment adviser representative in MI and OH (CRD 4537321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bollin Wealth Management manage?

Bollin Wealth Management reports $152.7M across 553 accounts in assets under management.

### How do I contact Phillip Bollin?

Through Phillip's website, www.perrysburgfinancialplanner.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4537321): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.