How does the advisor help clients – Key Takeaways:
COLUMBUS STREET FINANCIAL PLANNING, LLC is dedicated to helping clients achieve their financial goals through personalized, comprehensive financial planning.
- Works with clients to create customized financial plans tailored to their specific needs and objectives
- Provides ongoing guidance and support to clients as they navigate through changing market conditions and life events
- Offers a wide range of financial services and caters to various client types, including individuals, families, and businesses
Facts and Insights
Founded in 2005, COLUMBUS STREET FINANCIAL PLANNING, LLC has been serving clients for over 15 years with a commitment to integrity, professionalism, and exceptional service. As of 2020, the firm has over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Services
Client Types
- Individuals
- Families
- Businesses
Fees & Compensation
The fees charged by COLUMBUS STREET FINANCIAL PLANNING, LLC vary based on the services provided and the complexity of the client’s financial situation. The firm may charge a percentage of the assets under management, hourly rates, or fixed fees.
As a fee-only financial advisor, COLUMBUS STREET FINANCIAL PLANNING, LLC does not earn commissions or receive compensation from third parties, ensuring that their recommendations are always in the best interest of their clients.
Background
The team at COLUMBUS STREET FINANCIAL PLANNING, LLC is made up of experienced financial professionals, including certified financial planners (CFPs) and investment advisors. They have a deep understanding of financial markets and are committed to staying up-to-date on industry changes and trends.
The firm also values continuing education and requires all advisors to maintain professional designations and attend regular training and development programs.
Financial Advisor Disclosures to Know
As a registered investment advisor, COLUMBUS STREET FINANCIAL PLANNING, LLC is held to a fiduciary standard, meaning they are required by law to always act in their clients’ best interests. They are transparent about all fees and potential conflicts of interest and provide clients with all the necessary disclosures.
The firm has a clean record with regulatory agencies and has no disciplinary actions or complaints on its record.