Finish Well RIA LLC

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Client assets under management

$98,740,000

Clients

287

8% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

144

Very High

Average account size

$344,042

About

Finish Well RIA LLC provides ongoing portfolio management and retirement‑account advice primarily to individual and high‑net‑worth clients, overseeing roughly 287 client relationships and about $98.7 million in discretionary assets. The firm prepares individualized investment policy statements and implements portfolios using mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, Treasury‑inflation protected bonds, and insurance products such as annuities.

The investment approach is grounded in modern portfolio theory with a long‑term trading orientation, offering both discretionary and non‑discretionary management and custodial services through Schwab Institutional. Uncommonly for firms in this cohort, Finish Well does not rely on percentage‑of‑assets fee billing and instead uses negotiated, fixed fees collected in advance.

Noteworthy distinctions include an affiliation with licensed insurance activities and ownership interests in insurance businesses, which the brochure identifies as a potential conflict when recommending insurance and annuity products and describes mitigation measures for. The firm also discloses operational practices that differ from many peers—such as not aggregating trades for multiple client accounts and accepting certain research and services from its custodian—which can affect trade execution and access to third‑party research.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Other

Minimum fee: Negotiated fixed rate between $500 - $10,000 per year Fee-only: Fixed portfolio management fees negotiated per client between $500 and $10,000 annually

Main office location

Finish Well RIA LLC

1 E Campus View Blvd, Ste 250

Columbus OH 43235, United States

Number of offices

Most active in

Florida · Mississippi · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (833) 397-3847

Advisors at this firm

Peter T

Series 65

Columbus, OH

Finish Well RIA LLC

Peter Toth is a financial advisor at Finish Well RIA LLC in Columbus, OH, with seven years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC and Moon Rock Wealth Management. Outside of his advisory role, he is involved in insurance sales through his ownership of Moon Rock Wealth Management. Finish Well RIA LLC provides portfolio management and advisory services to individuals and high-net-worth clients, managing approximately $63.4 million with a two-person team. The firm uses a Modern Portfolio Theory-based approach, preparing individualized Investment Policy Statements and conducting regular account reviews.

Annuities

Shawn H

Series 65

Columbus, OH

Finish Well RIA LLC

Shawn Hogan is a financial advisor at Finish Well RIA LLC in Columbus, OH, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Golden Reserve, American Financial Education Alliance, AE Wealth Management, and Moon Rock Wealth Management. Outside of his advisory role, he owns and operates several insurance-related businesses that provide financial guidance, retirement income strategies, and Medicare insurance. Finish Well RIA LLC manages approximately $63.4 million for a modest client base, offering portfolio management and advisory services grounded in Modern Portfolio Theory with a long-term trading orientation. The firm prepares individualized Investment Policy Statements and conducts regular account reviews, combining investment management with insurance product offerings through licensed advisors.

Annuities

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