WALLER FINANCIAL PLANNING GROUP, INC

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Waller Financial Planning Group is based out of Columbus. Waller Financial Planning Group is a large advisory firm with 493 clients and discretionary assets under management (AUM) of $404,665,528 (Form ADV from 2020-06-26). Their last reported 13F filing for Q2 2020 included $256,644,000 in managed 13F securities and a top 10 holdings concentration of 68.64%. Waller Financial Planning Group's largest holding is iShares Core S&P 500 ETF with shares held of 84,536. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $256.644 Million
  • Prior Market Value $191.657 Million
  • New Purchases3 stocks
  • Additional Purchases12 stocks
  • Sold out of0 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 68.64 %
  • Turnover % [1]:6.38%
  • Turnover Alt % [2]: 22.14 %
  • Time Held Top20:4.90 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:5.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 14.32%
Performance Last 4 Quarters: 7.82%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WALLER FINANCIAL PLANNING GROUP, INC.
941 CHATHAM LANE SUITE 212
COLUMBUS OH    43221
Country: United States

Business Phone: 614-457-7026
Fax: 614-457-0911
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 43,003,600
Total Number of Clients: 493
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WALLER FINANCIAL PLANNING GROUP, INC.

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
OLSGARD, CHRISTOPHER, OWEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. SECRETARY/TREAURER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
KERWOOD, CHARLES, ARTHUR PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC PRESIDENT direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT, OPERATIONS direct 1990-06-01 2001-01-30
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT direct 1990-06-01 2005-04-05
WALLER FINANCIAL PLANNING GROUP, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-10-01 2014-03-27
ELIASON, JASON, ALLEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT direct 2004-10-01
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT, COO direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
FARRIS, JASON, EDWARD PARTNER AND CHIEF COMPLIANCE OFFICER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01

WALLER FINANCIAL PLANNING GROUP, INC.

ownership team - last updated 2020-01-24
Name Title Start Date Direct/Indirect % Ownership

WALLER FINANCIAL PLANNING GROUP, INC.

ownership team - last updated 2019-09-17
Name Title Start Date Direct/Indirect % Ownership
ELIASON, JASON, ALLEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT direct 2004-10-01
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT, COO direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
OLSGARD, CHRISTOPHER, OWEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. SECRETARY/TREAURER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
KERWOOD, CHARLES, ARTHUR PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC PRESIDENT direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT, OPERATIONS direct 1990-06-01 2001-01-30
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT direct 1990-06-01 2005-04-05
WALLER FINANCIAL PLANNING GROUP, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-10-01 2014-03-27
FARRIS, JASON, EDWARD PARTNER AND CHIEF COMPLIANCE OFFICER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01

WALLER FINANCIAL PLANNING GROUP, INC.

ownership team - last updated 2019-01-30
Name Title Start Date Direct/Indirect % Ownership
OLSGARD, CHRISTOPHER, OWEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. SECRETARY/TREAURER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
KERWOOD, CHARLES, ARTHUR PARTNER AND CHIEF COMPLIANCE OFFICER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC PRESIDENT direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT, OPERATIONS direct 1990-06-01 2001-01-30
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT direct 1990-06-01 2005-04-05
WALLER FINANCIAL PLANNING GROUP, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-10-01 2014-03-27
ELIASON, JASON, ALLEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT direct 2004-10-01
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT, COO direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
FARRIS, JASON, EDWARD PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01

WALLER FINANCIAL PLANNING GROUP, INC.

ownership team - last updated 2017-03-29
Name Title Start Date Direct/Indirect % Ownership
OLSGARD, CHRISTOPHER, OWEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. SECRETARY/TREAURER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
KERWOOD, CHARLES, ARTHUR PARTNER AND CHIEF COMPLIANCE OFFICER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC PRESIDENT direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT, OPERATIONS direct 1990-06-01 2001-01-30
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT direct 1990-06-01 2005-04-05
WALLER FINANCIAL PLANNING GROUP, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2011-10-01 2014-03-27
ELIASON, JASON, ALLEN PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP INC VICE PRESIDENT direct 2004-10-01
WALLER FINANCIAL PLANNING GROUP INC SENIOR VICE PRESIDENT, COO direct 2006-01-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
FARRIS, JASON, EDWARD PARTNER 10/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WALLER FINANCIAL PLANNING GROUP, INC. VICE PRESIDENT direct 2011-10-01
WALLER FINANCIAL PLANNING GROUP, INC. PARTNER direct 2011-10-01

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