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GGM Financial LLC

Updated today

Total assets under management

$425,718,539

Total clients

382

33% high-net worth

Total advisors

6

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

64

Average account size

$1,114,446

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Flat fees available for certain consulting and financial planning services

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $3,000,000: 0.85% $3,000,000+: 0.65%

Project-based

Consulting fees up to $500 per hour

Other

Account minimum: $500,000 minimum, may be waived in sole discretion Minimum fee: Minimum annual platform fee of $60 ($15 quarterly) in PPS Custom Program; minimum annual program fee of $600 ($150 quarterly) in PPS Select Program Fee-only: Financial planning fees start at $2,500 up to $10,000; Wealth Management Consulting fees may be hourly (up to $500/hour), flat, or fixed fees; Retirement Plan Consulting fees may be asset-based, flat, or hourly up to $500/hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

GGM Financial LLC

2492 W Dublin Granville Rd.

Columbus OH 43235, United States

Number of offices

2

Advisors at this firm

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Luke S

Series 66

Columbus, OH

GGM Financial LLC

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Caring for aging parents Home buying
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Mikhail P

CFP®, ChFC®, Series 63, Series 65

Columbus, OH

GGM Financial LLC

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Karen B

CFP®, CFA®, Series 63

Bentleyville, OH

GGM Financial LLC

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Aaron G

CFP®, Series 63, Series 65

Columbus, OH

GGM Financial LLC

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Matthew C

CFP®, Series 63, Series 65

Columbus, OH

GGM Financial LLC

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Christopher B

CFP®, Series 63, Series 65

Columbus, OH

GGM Financial LLC

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