Waller Financial Planning Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 17, 2026, reports $748M in regulatory assets under management, 11 employees, 1 office, and 2,081 accounts.
Assets Under Management
$748M
Employees
11
Offices
1 office
Total Clients
570
Primary office
COLUMBUS, OH
941 CHATHAM LANE SUITE 212, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
327
2
HNWI
42.6%
243
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$748Mas of March 17, 2026
Discretionary90.8%
$679M
91% of total RAUM90.8%
Non-discretionary9.2%
$69M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$748M
Total Accounts2,081
10Y AUM Change+$389M (+108.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.