WWA Planning & Investments
Columbus, Indiana
WWA Planning & Investments at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 106 individual clients, 39 of them high net worth.
- Its average account is about $372,000 (assets it manages divided by its 284 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Indiana median of $3,500.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Columbus, Indiana |
|---|---|
| Website | wwafp.com |
| [email protected] | |
| Phone | (812) 379-1120 |
Questions about WWA Planning & Investments
How much does WWA Planning & Investments charge?
WWA Planning & Investments publishes these prices: ongoing planning: from $2,400 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is WWA Planning & Investments paid?
WWA Planning & Investments's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does WWA Planning & Investments have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at WWA Planning & Investments, and 2 hold the CFP.
What is the average account at WWA Planning & Investments?
WWA Planning & Investments's average account is about $372,000. That's the assets on its Form ADV divided by its 284 accounts.
WWA Planning & Investments fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"First $0 - $1,00,000 1.00%" source
"Assets of $5,000,001 and above 0.50%" source
"20 – 30 years $2,400" source
"are determined by a percentage of assets under management" 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 | $106 million |
| Individual clients | 67 |
| High-net-worth clients | 39 |
| Accounts managed | 284 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 281159 |