Firm
Vela Investment Management
New Albany, Ohio
Fee-only
Vela Investment Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 29 employees and 166 individual clients, 108 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 346 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | New Albany, Ohio |
|---|---|
| Website | vela-im.com |
| Phone | (614) 653-8352 |
Vela Investment Management fees
Vela Investment Management 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $563 million |
| Individual clients | 58 |
| High-net-worth clients | 108 |
| Accounts managed | 346 |
| Employees | 29 |
| Planning clients | 0 |
| Registered with | The SEC (801-119022) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 306678 |