Waller Financial Planning Group

Waller Financial Planning Group at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 6 advisors are listed here; all hold the CFP.
• Its Form ADV reports 11 employees and 570 individual clients, 243 of them high net worth.
• Its average account is about $359,000 (assets it manages divided by its 2,081 accounts).

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

Facts

Waller Financial Planning Group fees

Waller Financial Planning Group 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

Advisors at this firm (6)

• Charles Kerwood

  CFP · ChFC

• Christopher Olsgard

  CFP

• Jason Eliason

  CFP · ChFC · CFA

• Jason Farris

  CFP

• Katherine Kincaid

  CFP

• Scott Rendle

  CFP