WALLER FINANCIAL PLANNING GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$747,766,625
Discretionary
$678,741,827
Non-discretionary
$69,024,798
Firm details
- CRD number
- 159564
- SEC file number
- 801-72938
- Main office
- COLUMBUS, OH, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.