Welsh Hills Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,455,884
Total clients
53
23% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$895,394
About
Welsh Hills Financial Services provides personalized, fee-only financial planning and investment management to individuals and small businesses, with a focus on middle‑income clients and no stated minimum net worth requirement. The firm offers comprehensive planning across cash flow, tax, retirement, estate and insurance topics, and provides narrower limited or project engagements when clients prefer a more focused service.
The adviser constructs individualized portfolios using public research, no‑load mutual funds, ETFs, U.S. government bonds and cash alternatives, and typically implements trades only with the client’s prior approval. Welsh Hills acts in a non‑discretionary capacity for client accounts and bills clients through retainer and project arrangements rather than relying on a percentage‑of‑assets fee model.
Noteworthy for a firm of its size, Welsh Hills is a long‑established, CFP‑led practice that emphasizes fee‑only, fiduciary planning and is affiliated with the Alliance of Comprehensive Planners and NAPFA, giving it access to proprietary ACP planning tools and institutional fund options through a Schwab custody relationship. The firm also maintains business‑continuity agreements with peer ACP firms to address loss of key personnel, and it discloses that it does not sell products, accept commissions, or pay referral fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Project Retainer fees are flat fees based on time involved, charged at $275 per hour, due in full or half upfront
Project retainer fees charged at $275 per hour
Minimum fee: Full retainer initial year: $4,200 to $20,000; Renewal years: $3,000 to $16,000; Limited retainer initial year: $2,500 to $5,800; Renewal years: $2,000 to $4,000 Fee-only: Full retainer and limited retainer fixed annual fees as stated above; Project retainers charged hourly at $275/hour
Main office location
Welsh Hills Financial Services, LLC
581 B Country Club Dr
Newark OH 43055, United States
Number of offices
1
Most active in
Welsh Hills Financial Services, 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
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