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Personal Financial Advisors, Inc.

Pickerington, Ohio

Fee-only

Personal Financial Advisors, Inc. at a glance

  • One of 337 fee-only firms based in Ohio in the Wellspent graph.
  • 3 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 3 employees and 155 individual clients, 17 of them high net worth.
  • Its average account is about $169,000 (assets it manages divided by its 476 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Based inPickerington, Ohio
Websitedavidstoneadvisor.com
Email[email protected]
Phone(614) 837-7000

Questions about Personal Financial Advisors, Inc.

How many advisors does Personal Financial Advisors, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 3 advisors at Personal Financial Advisors, Inc., and 3 hold the CFP.

What is the average account at Personal Financial Advisors, Inc.?

Personal Financial Advisors, Inc.'s average account is about $169,000. That's the assets on its Form ADV divided by its 476 accounts.

Personal Financial Advisors, Inc. fees

Personal Financial Advisors, Inc. 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 byPercentage of assets
Assets managed$80 million
Individual clients138
High-net-worth clients17
Accounts managed476
Employees3
Planning clients51-100
Financial planningOffered
Form ADV filedFebruary 27, 2026
SEC recordCRD 132716

Advisors at this firm (3)

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