Concordia Wealth Planning, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 80 individual clients, 15 of them high net worth.
- Its average account is about $324,000 (assets it manages divided by its 140 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | concordiawp.com |
Questions about Concordia Wealth Planning, LLC
How is Concordia Wealth Planning, LLC paid?
Concordia Wealth Planning, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Concordia Wealth Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Concordia Wealth Planning, LLC, and 2 hold the CFP.
What is the average account at Concordia Wealth Planning, LLC?
Concordia Wealth Planning, LLC's average account is about $324,000. That's the assets on its Form ADV divided by its 140 accounts.
What does Concordia Wealth Planning, LLC specialize in?
Concordia Wealth Planning, LLC's advisors and website list flat-fee planning, small business owners and family wealth transfer.
Is Concordia Wealth Planning, LLC accepting new clients?
Yes, according to Concordia Wealth Planning, LLC's website, checked October 28, 2026.
Concordia Wealth Planning, LLC fees
Concordia Wealth Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 65 |
| High-net-worth clients | 15 |
| Accounts managed | 140 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 304639 |