Firm
Walden Financial
Granville, Ohio
Fee-only
Walden Financial at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 108 individual clients, 33 of them high net worth.
- Its average account is about $157,000 (assets it manages divided by its 337 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Granville, Ohio |
|---|---|
| Website | walden-financial.com |
| Phone | (614) 517-1687 |
Walden Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Fees start at 1% of assets under management (AUM) and are discounted at $1M and $5M (AUM)" source
"Financial Planning fees are based on the scope of work. Packages start at $1,500." source
"No commissions, no asset minimum" source
"Fees start at 1% of assets under management (AUM) and are discounted at $1M and $5M (AUM)" source
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 | $53 million |
| Individual clients | 75 |
| High-net-worth clients | 33 |
| Accounts managed | 337 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 323234 |