Waller Financial Planning Group, Inc. is a well-established local investment advisory firm headquartered in Columbus, OH. With a team of 10 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clientele. Boasting an impressive track record, Waller Financial Planning Group manages a substantial amount of assets, with an average of approximately $115,430,000 in assets under management per investment advisor, aligning with the industry average.
The firm's compensation structure is diversified, incorporating various types including a percentage of assets under management and fixed ...
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Assets Under Mgmt
$507.16M
Investment Professionals
10
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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