First Ohio Planning, LLC

First Ohio Planning, LLC (CRD# 144498) is a financial advisory firm headquartered in Columbus, OH. They manage $290,690,173 in 759 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $382,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at First Ohio Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Sandra L. Grant
CRD#: 2306939
1429 King Avenue, Columbus, OH 43212
96
Wealthminder
score

Sandra Grant (CRD# 2306939) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has over 25 years of experience in the finance industry.

2
David W. Wright
CRD#: 473139
1429 King Avenue, Suite 100, Columbus, OH 43212
96
Wealthminder
score

David Wright (CRD# 473139) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has over 33 years of experience in the finance industry.

3
Anthony P. Parisi
CRD#: 4215559
1429 King Avenue, Columbus, OH 43212
93
Wealthminder
score

Anthony Parisi (CRD# 4215559) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has over 16 years of experience in the finance industry.

4
Jane R. Prause
CRD#: 5313464
1429 King Avenue, Suite 100, Columbus, OH 43212
90
Wealthminder
score

Jane Prause (CRD# 5313464) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has 1 year of experience in the finance industry. Jane Prause has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lori M. Fellows
CRD#: 5374441
1429 King Avenue, Columbus, OH 43212
88
Wealthminder
score

Lori Fellows (CRD# 5374441) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has 1 year of experience in the finance industry.

6
James S. Ryan
CRD#: 1034191
1429 King Avenue, Suite 100, Columbus, OH 43212
86
Wealthminder
score

James Ryan (CRD# 1034191) is an Investment Advisor Representative working at First Ohio Planning, LLC in Columbus, OH and has over 36 years of experience in the finance industry. James Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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