Shawn Ballinger, CFP®

I'm a Fiduciary Financial Advisor Serving Columbus, OH.

Columbus Street is an independent, fiduciary investment advisor providing flat fee comprehensive wealth management services in all areas of financial planning.

Our typical retired client has $3- 4mm or more of investable assets managed at Charles Schwab with an annual flat fee structure beginning at $8,500.

Mid-career professionals we work with have $400k or more of household income and equity compensation considerations; flat fee structures start at $6,500 annually. We also manage endowment assets for non-profit organizations using the same flat pricing model.

Like the individual and family clients we serve, charitable entities benefit from our flat fee structure.