Overview
Assets Under Management: $635 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 241
Average Client Assets: $2 million
Frequently Asked Questions
WALLER FINANCIAL PLANNING GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159564), WALLER FINANCIAL PLANNING GROUP, INC. is subject to fiduciary duty under federal law.
WALLER FINANCIAL PLANNING GROUP, INC. is headquartered in COLUMBUS, OH.
WALLER FINANCIAL PLANNING GROUP, INC. serves 241 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WALLER FINANCIAL PLANNING GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WALLER FINANCIAL PLANNING GROUP, INC. manages $635 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WALLER FINANCIAL PLANNING GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,013
Discretionary Accounts: 1,847
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 159564
Last Filing Date: 2025-02-18 00:00:00
Website: https://waller.com