Shawn Ballinger
Shawn Ballinger is a CFP-designated registered investment advisor at Columbus Street Financial Planning, LLC, based in Grove City, OH, with 16 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 72 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbus Street Financial Planning uses sub-advisors for portfolio management. Belle Haven Investments charges 0.20% annually, payable quarterly. This fee is in addition to any financial planning fees.
Contact
Shawn Ballinger
Location
Grove City, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Columbus Street Financial Planning, LLC
Previous Registrations
Budros, Ruhlin & Roe, INC.
Waller Financial Planning Group, INC.
Waller Financial Planning Group INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I founded Columbus Street Financial Planning, LLC, in Dublin, OH, in 2019. For the last twenty years, I have worked in a fiduciary, fee-only capacity with high-net-worth clients. I founded Columbus Street on the idea that investment and comprehensive wealth management should not cost 1% (or more) of a client's portfolio value. Why should the advisor's fee increase simply because the market went up? It shouldn't.