Columbus Street Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$140,281,293
Clients
82
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$1,710,747
About
Columbus Street Wealth Management provides portfolio administration, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and business clients, including employer plan sponsors. Offerings include tailored portfolio construction and ongoing monitoring, standalone written financial plans and shorter consulting engagements, and consulting for participant-directed retirement plans.
The firm implements customized asset allocation strategies that draw on Dimensional funds, fixed‑income allocations, and a mix of long‑ and short‑term trading approaches, and it uses qualitative analysis and periodic rebalancing in its process. It also works with independent sub‑advisers (including a co‑advisory arrangement with Belle Haven) to implement model allocations and, at clients’ request, may employ margin borrowing and derivative instruments within separately managed accounts.
Noteworthy features for a solo independent adviser include serving institutional and charitable clients through pension consulting while relying on sub‑advisers for portfolio management rather than a standard percentage‑of‑AUM advisory model. The firm’s explicit use of borrowing and derivatives in SMAs combined with a fee structure emphasizing hourly/flat planning fees and sub‑adviser charges is atypical among comparable independent practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Cash flow / budgeting
Fee options
Flat fees for financial planning and consulting from $1,000 to $50,000; Pension consulting flat fees subject to minimum quarterly fee of $250 and maximum of $50,000
Hourly fee up to $250 per hour for financial planning and consulting services
Account minimum: $1,000 Minimum fee: Financial planning minimum fee generally $1,000 but may be negotiated; Pension consulting minimum quarterly fee $250 Fee-only: Financial Planning & Consulting: hourly fees up to $250/hour; flat fees from $1,000 to $50,000; Pension consulting flat fees subject to minimum quarterly fee of $250 and maximum of $50,000
Main office location
Columbus Street Wealth Management, LLC
Grove City OH, United States
Number of offices
2
Most active in
Columbus Street Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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