What About Us Financial, LLC
Bellbrook, Ohio
What About Us Financial, LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 98 individual clients, 5 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 166 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Bellbrook, Ohio |
|---|---|
| Website | whataboutusfinancial.com |
| [email protected] | |
| Phone | (937) 620-1167 |
Questions about What About Us Financial, LLC
How is What About Us Financial, LLC paid?
What About Us Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does What About Us Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at What About Us Financial, LLC.
What is the average account at What About Us Financial, LLC?
What About Us Financial, LLC's average account is about $173,000. That's the assets on its Form ADV divided by its 166 accounts.
What About Us Financial, LLC fees
What About Us Financial, LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 93 |
| High-net-worth clients | 5 |
| Accounts managed | 166 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 306116 |
Advisors at this firm (1)
Other fee-only firms in Ohio
- Windsor Advisory Group · Columbus
- Winner Wealth Management · Wooster
- Woodland Wealth Partners · Pepper Pike
- Wrought Iron Financial, LLC · Canal Fulton
- Wurz Financial Services · Holland
- Wyoming Wealth Management · Cincinnati
- Yarger Wealth Strategies · Westerville
- Your Financial Pharmacist · New Albany