Organic Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,476,447
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
33% 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
9
Very LowAverage account size
$719,605
About
Organic Wealth, LLC is a fee-only independent adviser that serves individuals, small business clients, and employer-sponsored retirement plans. The firm provides discretionary investment management, comprehensive financial planning (ongoing and project-based), retirement plan consulting for plan sponsors, and public or organizational educational seminars.
The firm’s investment process emphasizes asset allocation informed by modern portfolio theory and uses a mix of passive and active funds, with the option to engage third‑party managers and model portfolios to implement client strategies. Accounts are reviewed periodically and managed to client risk tolerances and goals; financial planning covers cash flow, retirement projections, tax-aware investment analysis, and estate and insurance considerations.
Compared with many solo independent advisers, this firm routinely works with plan sponsors and offers pension consulting services (including investment policy development, vendor searches, fee analysis, and participant education) while acting in an ERISA advisory capacity when applicable. The firm also conducts educational seminars and leverages the principal’s prior retirement‑plan experience and plan‑specific credentials, making its focus on employer plan consulting and public education more prominent than is typical for similar small advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for project-based financial planning range from $500 to $15,000; Educational seminars fees range from $1,000 to $5,000 per seminar
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: Negotiable
$250 per hour for project-based financial planning
Ongoing Financial Planning fees ranging from $100 to $1,000 monthly, paid monthly in arrears
Minimum fee: $6,000 annual minimum fee for investment management services Fee-only: Fee-only firm, no commissions received
Main office location
Organic Wealth, LLC
752 High Street, Suite #2
Columbus OH 43085, United States
Number of offices
1
Most active in
Organic Wealth, 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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