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WALLER FINANCIAL PLANNING GROUP, INC.

CRD 159564 · SEC 801-72938

Visit website

941 CHATHAM LANE SUITE 212, COLUMBUS, OH, 43221, United States

Phone

614-457-7026

Fax

614-457-0911

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$747.8M

Discretionary AUM

$678.7M

Team

11 total employees; 11 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals327$171.8M
High net worth individuals243$573.3M

States served

GA, MI, NC, OH, SC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD