Colburn Wealth Management, LLC logo

Colburn Wealth Management, LLC

Updated today

Client assets under management

$111,745,885

Clients

133

35% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

33

Low

Average account size

$840,195

About

Colburn Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and small businesses, serving both non‑HNW and high‑net‑worth clients. The firm manages approximately $112 million across roughly 133 client relationships and delivers planning that can cover retirement, estate, tax, and college funding needs.

The firm’s investment process is grounded in fundamental analysis and each client relationship is documented with an Investment Policy Statement that records objectives, time horizon, and risk tolerance. Colburn typically pursues long‑term strategies but may use short‑term trading, margin, and options in limited circumstances, and implements regular portfolio monitoring and tax‑loss harvesting where appropriate.

What is notable for this team is the provision of client educational seminars or workshops and the routine delivery of a personalized financial plan, with the option for an annual update as part of the asset‑management relationship. Colburn manages client assets internally and requires clients to use its recommended custodian (Schwab), a practice that can limit clients’ ability to direct brokerage.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Tax-loss harvesting Active portfolio management

Fee options

Fixed

Financial planning fixed fees ranging from $1,500 to $3,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually

Project-based

$150 to $250 per hour for financial planning services

Other

Account minimum: $500,000 Minimum fee: $2,500 minimum annual fee for Investment Supervisory Services Fee-only: Financial Planning fixed fees between $1,500 and $3,000; hourly fees between $150 and $250 per hour

Main office location

Colburn Wealth Management, LLC

3989 Broadway

Grove City OH 43123, United States

Number of offices

3

Most active in

Ohio

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Danny C

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Danny Colburn is a financial advisor at Colburn Wealth Management, LLC in Grove City, OH, holding a Series 65 designation with 14 years of industry experience. He has been involved with Colburn Investments, LLC since 2011. Colburn Wealth Management offers discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, while maintaining the flexibility to employ short-term trading strategies when appropriate.

Tax-loss harvesting Active portfolio management
user avatar

Robert G

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Robert Gabel is a Series 65-licensed financial advisor at Colburn Wealth Management, LLC with one year of industry experience. He previously worked at Cardinal Health, Inc. for twelve years before joining his current firm. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, with additional strategies employed as needed.

Tax-loss harvesting Active portfolio management
user avatar

Edward D

Series 65

Grove City, OH

Colburn Wealth Management, LLC

Edward Daniels is a financial advisor at Colburn Wealth Management, LLC with a Series 65 credential and over 25 years of experience, including a long tenure at Cardinal Health, Inc. He has been with Colburn Wealth Management since 2025 and is also involved with Brass Bull1. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses, using client-specific Investment Policy Statements to guide primarily long-term portfolios. The firm manages approximately $91.8 million in discretionary assets and offers educational seminars and workshops for clients and prospects.

Tax-loss harvesting Active portfolio management
user avatar

Paul C

Series 63, Series 66

Grove City, OH

Colburn Wealth Management, LLC

Paul Chapman is a financial advisor at Colburn Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Colburn Wealth Management since 2016, following prior roles at Questar Asset Management and Questar Capital Corporation. Colburn Wealth Management provides discretionary investment supervisory services and financial planning primarily to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and employs a fundamental analysis approach, managing assets entirely in-house while offering educational seminars and workshops.

Tax-loss harvesting Active portfolio management
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