WALLER FINANCIAL PLANNING GROUP, INC.

COLUMBUS, Ohio·4 registered advisors·CRD# 159564
SEC# 801-729381614-457-7026
01

Firm Overview

AUM
$579M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WALLER FINANCIAL PLANNING GROUP, INC.

4 registered advisors
Charles Arthur Kerwood
COLUMBUS, Ohio
Christopher Owen Olsgard
COLUMBUS, Ohio
Jason Allen Eliason
COLUMBUS, Ohio
Jason Edward Farris
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. WALLER FINANCIAL PLANNING GROUP, INC. (CRD# 159564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.