Waller Financial Planning Group, Inc.

Waller Financial Planning Group, Inc. (CRD# 159564) is a financial advisory firm headquartered in Columbus, OH. They manage $334,066,251 in 1,634 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $204,447
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

FL, GA, LA, NC, OH, TX

Financial Advisors at Waller Financial Planning Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jason A. Eliason
CRD#: 3275344
941 Chatham Lane Suite 212, Columbus, OH 43221
96
Wealthminder
score

Jason Eliason (CRD# 3275344) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Jason Eliason 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.

2
Charles A. Kerwood
CRD#: 2315202
801 Laurel Oak Drive, Suite 710, Naples, FL 34108
96
Wealthminder
score

Charles Kerwood (CRD# 2315202) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Naples, FL and has over 24 years of experience in the finance industry. Charles Kerwood 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.

3
Katherine E. Kincaid
CRD#: 4533668
941 Chatham Lane Suite 212, Columbus, OH 43221
96
Wealthminder
score

Katherine Kincaid (CRD# 4533668) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Katherine Kincaid 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.

4
Scott E. Rendle
CRD#: 4272466
941 Chatham Lane Suite 212, Columbus, OH 43221
96
Wealthminder
score

Scott Rendle (CRD# 4272466) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Scott Rendle 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
Jason E. Farris
CRD#: 4925982
941 Chatham Lane Suite 212, Columbus, OH 43221
93
Wealthminder
score

Jason Farris (CRD# 4925982) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Jason Farris 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.

6
Christopher O. Olsgard
CRD#: 4907171
941 Chatham Lane Suite 212, Columbus, OH 43221
93
Wealthminder
score

Christopher Olsgard (CRD# 4907171) is an Investment Advisor Representative working at Waller Financial Planning Group, Inc. in Columbus, OH and has over 6 years of experience in the finance industry. Christopher Olsgard 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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