Columbus Street Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$1,000⁠-⁠$50,000

“Flat fees range from $1,000 to $50,000.”

Quarterly fee

$250/qtr

“Pension consulting services are subject to a minimum quarterly fee of $250.00 and a maximum of $50,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Columbus Street Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Termination & Refund Either party may terminate the advisory agreement signed with our firm for Portfolio Administration services in writing at any time.”
• “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Columbus Street Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 5 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Ohio median of $3,250. 97% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 13 of the 14 other planners in Dublin that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Columbus Street Wealth Management, LLC

• Principal: Shawn Ballinger
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

82

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$144,549,263

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

301788

Website

columbusstreetfin.com (opens in new tab)

Phone

(614) 662-4250

Can advise clients in 2 states: Ohio, Texas

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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