Gianola Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
164
0% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
55
Average account size
$0
Client services
Fee options
Full Retainer fixed annual fees based on income, assets, complexity, and time; Financial Jump Start fixed fee of $1,500; Special Financial Planning Projects fees range $1,000 to $2,500
Account minimum: $3,500 minimum initial fee for Full Retainer clients Minimum fee: Minimum initial fee of $3,500 for Full Retainer clients Fee-only: Fixed fees for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Gianola Financial Planning, LLC
6797 N. High Street, Suite 324
Worthington OH 43085, United States
Number of offices
2
Forms ADV
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