Christopher Olsgard
Christopher Olsgard is a CFP-designated registered investment advisor at Waller Financial Planning Group, INC., based in Columbus, OH, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 570 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are based on the value of all assets within the household under management. The firm requires a minimum annual fee of $3,000 for investment management, and a total household minimum fee of $5,000 combining investment management and financial planning.
Fee Estimator
Location
941 Chatham Lane Suite 212, Columbus, OH, 43221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Waller Financial Planning Group, INC.
Previous Registrations
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
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