Elizabeth Caldwell
Elizabeth Caldwell is a CFP-designated registered investment advisor at Welsh Hills Financial Services, LLC, based in Newark, OH, with 19 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 53 clients with $47M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Welsh Hills Financial offers two ongoing planning options:
- Open Retainer: Comprehensive financial planning for a fixed annual fee, ranging from $4,200 to $20,000 in the initial year and $3,000 to $16,000 in renewal years, depending on assets, income, and complexity.
- Limited Financial Planning: Addresses two or three planning topics for a fixed annual fee, ranging from $2,500 to $5,800 in the initial year and $2,000 to $4,000 in renewal years.
Welsh Hills Financial offers a Project Retainer, which addresses a specific planning problem for a flat fee based on $275 per hour.
Contact
Elizabeth Caldwell
Location
581 B Country Club Dr, Newark, OH, 43055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Welsh Hills Financial Services, LLC
State Registrations1 state
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