WWA Planning & Investments is a registered investment advisor based in Columbus, Indiana, offering comprehensive financial planning, ongoing portfolio management, and project-based consulting. Founded in 2015 and led by Certified Financial Planner Jalene Kaye Thompson Hahn, the firm emphasizes continuous personal interaction and evidence-based analysis. WWA provides tailored guidance covering retirement income planning, tax strategies, estate planning, and investment management using no-load mutual funds, exchange-traded funds, and individual stocks and bonds. The firm operates with a strong commitment to acting in its clients' best interests and offers its services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable. For accounts with $600,000 or less, an age-based minimum annual fee applies instead of the percentage schedule.