Columbus Street Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 82 individual clients, 38 of them high net worth.
- Its average account is about $370,000 (assets it manages divided by its 391 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | columbusstreetfin.com |
| [email protected] | |
| Phone | (614) 732-3119 |
Questions about Columbus Street Financial Planning
How is Columbus Street Financial Planning paid?
Columbus Street Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Columbus Street Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Columbus Street Financial Planning.
What is the average account at Columbus Street Financial Planning?
Columbus Street Financial Planning's average account is about $370,000. That's the assets on its Form ADV divided by its 391 accounts.
What does Columbus Street Financial Planning specialize in?
Columbus Street Financial Planning's advisors and website list retirement planning.
Is Columbus Street Financial Planning accepting new clients?
Yes, according to Columbus Street Financial Planning's website, checked October 28, 2026.
Does Columbus Street Financial Planning work with clients virtually?
Yes. Columbus Street Financial Planning's website says it works with clients virtually.
Columbus Street Financial Planning fees
Columbus Street Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $145 million |
| Individual clients | 44 |
| High-net-worth clients | 38 |
| Accounts managed | 391 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-136222) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 301788 |