Finance 180
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,666,391
Clients
16
13% 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
16
LowAverage account size
$104,149
About
Finance 180 provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering tailored investment plans, retirement and tax-aware advice, and college and estate planning. The firm manages about $1.66 million for roughly 16 clients and does not require a minimum account size; clients with $250,000 or more in assets under management receive ongoing financial planning at no additional charge.
The firm generally implements passive, low-cost portfolios built from index mutual funds and ETFs and constructs client-specific asset allocations based on stated objectives, time horizons and risk tolerance. Notably, the adviser cites charting analysis as its primary method of investment analysis while operating under discretionary authority and monitoring accounts on a quarterly basis.
Distinctive features include a practice model centered on a CFP certificant who also maintains other part-time academic employment (reported as consuming up to half of his time), which may affect capacity and responsiveness relative to peers. The firm offers comprehensive planning via a retainer option, participates in an institutional program with Schwab (receiving certain research and service benefits), and does not routinely provide written performance reports to managed-account clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$400 to $4,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
Included at no additional charge for accounts with at least $250,000 AUM
Main office location
Finance 180
Columbus OH, United States
Number of offices
1
Most active in
Finance 180 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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