Firm
Colburn Wealth Management, LLC.
Grove City, Ohio
Fee-only
Colburn Wealth Management, LLC. at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 136 individual clients, 27 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 463 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Grove City, Ohio |
|---|---|
| Website | colburnwm.com |
| Phone | (740) 831-4004 |
Colburn Wealth Management, LLC. fees
Colburn Wealth Management, LLC. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $116 million |
| Individual clients | 109 |
| High-net-worth clients | 27 |
| Accounts managed | 463 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-136812) |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 157870 |