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WALLER FINANCIAL PLANNING GROUP, INC.
CRD 159564File 801-72938
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$747.8M
Above cohort median (national)
Discretionary AUM
$678.7M
Non-discretionary $69.0M
Clients
570
2,081 accounts
Employees
11
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 10, 2012
- Principal office
- 941 CHATHAM LANE SUITE 212, COLUMBUS, OH, 43221
- Phone
- 614-457-7026
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $747.8M
- Discretionary AUM
- $678.7M
- Non-discretionary AUM
- $69.0M
- Discretionary accounts
- 1,923
- Non-discretionary accounts
- 158
- Total accounts
- 2,081
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.6M |
| High net worth individuals | 243 | $573.3M |
| Individuals (other than high net worth individuals) | 327 | $171.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.