Advisor at Welsh Hills Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Welsh Hills Financial Services, LLC
Location
Newark, OH 43055
Credentials
CFP®
Industry experience
19 years
Elizabeth Caldwell is a CFP® professional with 19 years of experience in financial planning. She has been with Welsh Hills Financial Services, LLC since 2007. The firm provides personalized, fee-only financial planning and investment management primarily to middle-income individuals and small businesses. Welsh Hills emphasizes comprehensive planning across multiple financial areas and operates on a non-discretionary basis, using a retainer and project fee model rather than asset-based fees.
Based on Welsh Hills Financial Services, LLC
Based on Welsh Hills Financial Services, LLC
Project Retainer fees are flat fees based on time involved, charged at $275 per hour, due in full or half upfront
Project retainer fees charged at $275 per hour
Minimum fee: Full retainer initial year: $4,200 to $20,000; Renewal years: $3,000 to $16,000; Limited retainer initial year: $2,500 to $5,800; Renewal years: $2,000 to $4,000 Fee-only: Full retainer and limited retainer fixed annual fees as stated above; Project retainers charged hourly at $275/hour
581 B Country Club Dr
Newark, OH 43055
Ohio
True Wealth Design, LLC
2025 - Present (1 year)
Welsh Hills Financial, LLC
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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