Waller Financial Planning Group, INC.
Columbus, OH·SEC-registered · CRD #159564
Waller Financial Planning Group, INC. is an SEC-registered investment advisory firm in Columbus, OH managing $748M across 2.2k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$748M
Client accounts
2.2k
Advisory staff
11
Fee model
Fee-based
How Waller Financial Planning Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Waller Financial Planning Group, INC.
How much does Waller Financial Planning Group, INC. manage?
Per its most recent SEC Form ADV filing (03/17/2026), Waller Financial Planning Group, INC. reports $748M in regulatory assets under management across roughly 2.2k client accounts.
How does Waller Financial Planning Group, INC. charge?
Waller Financial Planning Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Waller Financial Planning Group, INC. a fiduciary?
Yes. Waller Financial Planning Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #159564), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Waller Financial Planning Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Waller Financial Planning Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Columbus, OH
Profile compiled from Waller Financial Planning Group, INC.'s public SEC Form ADV filing (CRD #159564, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Waller Financial Planning Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Waller Financial Planning Group, INC.? Claim this profile.