Balance Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$348,405,283
Total clients
557
17% high-net worth
Total advisors
9
of 11 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
62
Average account size
$625,503
Client services
Fee options
One-time financial planning fees typically range from $500 to $10,000; ongoing financial planning fees typically range from $588 to $7,200 per year
$0+: 0.40% +: up to 1.20%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Balance Wealth
5701 North High Street, Suite 100
Worthington OH 43085, United States
Number of offices
10
Quick links
Advisors at this firm
Shaun C
CFP®
Worthington, OH
Balance Wealth
Welcome and thank you for taking a moment to read more about Bolt Financial Group and Shaun Carney, CFP®! Shaun Carney is the Co-Founder of Bolt Financial Group, a CERTIFIED FINANCIAL PLANNERTM and serves as the firm’s Wealth Advisor. Shaun has over seven years of experience in the financial services industry. Responsible for establishing and maintaining client relationships, Shaun finds immense satisfaction in helping individuals better prepare for retirement. Prior to forming his own firm, Shaun served in the United States Air Force and worked with Edward Jones. After earning his Master of Science degree in Cost Analysis, Shaun went on to obtain his CFP(R), Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America. When he isn’t helping people plan for retirement, and piloting C-17s, Shaun is an avid golfer, traveler, husband, and father to three children. Always eager to help others and give back in any way that he can, Shaun regularly volunteers with the Reserve Officers Association and the Knights of Columbus.
Adam F
Series 63, Series 65
Worthington, OH
Balance Wealth
Robert G
CFP®, Series 66
Worthington, OH
Balance Wealth
Timothy P
Series 63, Series 65
Worthington, OH
Balance Wealth
Nicholas G
Series 65
Worthington, OH
Balance Wealth
Nora L
Series 65
Colorado Springs, CO
Balance Wealth
Tyler P
Series 65, Series 66
Liberty Township, OH
Balance Wealth
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