Waller Financial Planning Group, Inc. fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Waller Financial Planning Group, Inc. charges $350-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$500/hr
“Periodically, WFPG may engage Financial Planning Services at an hourly rate between $350-$500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Waller Financial Planning Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management is negotiable at the discretion of WFPG.”
- “Advisory fees will be charged in advance of a quarterly billing period (every three months).”
- “Fees for partial period will be prorated.”
How Waller Financial Planning Group, Inc.’s fees compare
- Its hourly rate of $350-$500 is above the Ohio median of $250. 88% of the 219 other Ohio planners that publish an hourly rate charge less.
- 17 of the 20 other planners in Columbus that publish an hourly rate charge less.
About Waller Financial Planning Group, Inc.
- Firm size: 11 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 1985 (41 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 570
- Employees
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
- Assets managed
- $747,766,625
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159564
- Phone
- (614) 457-7026
Can advise clients in 7 states: Florida, Georgia, Michigan, North Carolina, Ohio, South Carolina, Texas
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.