Waller Financial Planning Group, Inc.
● SEC registered since 2012CRD 159564SEC# 801-72938Columbus, OH
Reg. AUM
$747.8M
Employees
11
Accounts
2,081
Location
Columbus, OH
Waller Financial Planning Group, Inc. assets under management
Waller Financial Planning Group, Inc. is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2012. It reports $747.8 million in regulatory assets under management and employs 11 people.
Waller Financial Planning Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Arthur Kerwood Control | Partner | 25-50% | 2011 |
| Christopher Owen Olsgard Control | Partner | 25-50% | 2011 |
| Jason Allen Eliason Control | Partner | 25-50% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Waller Financial Planning Group, Inc. manage?
Waller Financial Planning Group, Inc. reports $747.8 million in regulatory assets under management on its Form ADV.
How many employees does Waller Financial Planning Group, Inc. have?
Waller Financial Planning Group, Inc. reports 11 employees.
Where is Waller Financial Planning Group, Inc. located?
Waller Financial Planning Group, Inc. is based in Columbus, OH and has been SEC-registered since 2012.
Does Waller Financial Planning Group, Inc. disclose fund performance?
Waller Financial Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 941 Chatham Lane Suite 212, Columbus, OH 43221 |
| Phone | 614-457-7026 |
| Fax | 614-457-0911 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$747.8M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$747.8Mregulatory AUM
Discretionary $678.7MNon-discretionary $69M