Weiser Financial Planning LLC

Financial planner in Lewis Center, OH (show on map)

5.0

★★★★★

9 reviews

Independent, fee-only Registered Investment Adviser providing Comprehensive Financial Planning and Investment Management Services to clients in Columbus & Central Ohio, nationwide through online virtual meetings.

Call (614) 450-2929

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About

Weiser Financial Planning LLC is an Independent, Fee-Only, Registered Investment Adviser and Fiduciary in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management Services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We help people connect their money with the things that are most important to them by helping you make wise financial decisions so you can live your life values and maximize your full life potential.

Fee-only financial advisory model

Independent Registered Investment Adviser (RIA)

Fiduciary duty prioritizing client best interests

Nationwide virtual service availability

Comprehensive 7-step financial planning process

Technology-driven investment management

Services

Investment Management

Fee-only investment management providing institutional quality services leveraging technology and personal attention.

Fee-only basis No commissions or product sales Institutional quality Technology-driven personal service

Comprehensive Financial Planning

A 7-step process to create a personalized roadmap for financial life, including goal setting, risk assessment, and ongoing monitoring.

7-Step Financial Planning Process Personalized goal setting Risk and roadblock identification Regular progress reviews

Credentials & Certifications

CFP®

CDFA®

CLU®

ChFC®

CASL®

Reviews

Rating

★★★★★

Reviews

"In the very first year he suggested a move that saved us over $2,500!"

Frequently Asked Questions

What is the difference between a fee-only and commission-based financial advisor? +

Fee-only advisors are paid directly by clients and do not earn commissions from product sales, ensuring recommendations are unbiased and aligned with client best interests.

How does Weiser Financial Planning serve clients outside of Columbus? +

Weiser Financial Planning provides nationwide services through online virtual meetings, allowing clients anywhere to access comprehensive financial planning and investment management.

What is the minimum fee for comprehensive financial planning? +

The minimum annual fee for comprehensive financial planning is $6,000, with fees varying based on the complexity of the client's situation.

What types of clients do you serve? +

We serve HENRYs (High-Earners Not Rich Yet) and RANDIs (Retiring And Needing Distribution Income), tailoring services to busy professionals, business owners, dual-income earners, and those transitioning from accumulation to distribution phases of retirement.

How do you ensure client confidentiality and fiduciary duty? +

As an independent RIA, Weiser Financial Planning places client best interests first, free from proprietary product constraints or sales incentives from Wall Street firms, banks, or insurance companies.

What is the investment management fee range? +

Investment management fees range between 0.65% - 0.95% of assets under management, reflecting a fee-only structure with no commissions or product sales.