Shawn Ballinger
Columbus Street Financial Planning · Dublin, Ohio
Shawn Ballinger is a fee-only financial advisor at Columbus Street Financial Planning in Dublin, Ohio, who holds the CFP credential. Shawn charges a flat fee or retainer (typically works with clients with $3,000,000 or more) and focuses on retirement planning.
Request an introduction to Shawn →
Specialties
Who they serve
- Retirees
- High earners
Facts
| Firm | Columbus Street Financial Planning |
|---|---|
| Based in | Dublin, Ohio |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | Typically works with clients with $3,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $144.5M across 391 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4279047 |
| Exams passed | Series 63 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | columbusstreetfin.com |
| Profile |
How Shawn's firm compares
- Columbus Street Financial Planning's average account is about $370,000, from its Form ADV (assets managed divided by 391 accounts).
Request an introduction to Shawn
Tell Shawn a little about what you're looking for. Shawn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shawn
Is Shawn Ballinger a fee-only financial advisor?
Yes. Shawn Ballinger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shawn's firm.
How does Shawn charge for financial advice?
Shawn charges a flat fee or retainer.
How much does Shawn charge?
According to Columbus Street Financial Planning's website, checked October 28, 2026: typically works with clients with $3,000,000 or more.
Does Shawn work with clients virtually?
Yes. Columbus Street Financial Planning says on its website that it works with clients remotely.
Where is Shawn Ballinger based?
Shawn Ballinger is based in Dublin, Ohio.
What does Shawn specialize in?
Shawn's specialties include retirement planning. Shawn works with retirees and high earners.
What credentials does Shawn Ballinger hold?
Shawn Ballinger holds the CFP credential.
Is Shawn Ballinger registered with the SEC?
Yes. Shawn Ballinger is registered as an investment adviser representative in OH and TX (CRD 4279047), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Columbus Street Financial Planning manage?
Columbus Street Financial Planning reports $144.5M across 391 accounts in assets under management.
How do I contact Shawn Ballinger?
Through Shawn's website, columbusstreetfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Columbus Street Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.