Phillip Bollin
Bollin Wealth Management · Perrysburg, Ohio
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.
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Facts
| Firm | Bollin Wealth Management |
|---|---|
| Based in | Perrysburg, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $152.7M across 553 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, OH · CRD 4537321 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.perrysburgfinancialplanner.com |
| Profile |
How Phillip's firm compares
- Bollin Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about Phillip
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.
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
- 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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