WALLER FINANCIAL PLANNING GROUP, INC.
CRD #159564 SEC #801-72938 COLUMBUS, OH 614-457-7026
SEC Registered
Total AUM
$635.3M
Discretionary
$574.8M
Employees
11
Clients
251
Accounts
2,013
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $635.3M | $574.8M | $60.6M | 11 | 0 |
| Nov 2024 | $578.7M | $524.1M | $54.6M | 11 | 0 |
| Mar 2024 | $578.7M | $524.1M | $54.6M | 11 | 0 |
| Sep 2023 | $507.2M | $472M | $35.1M | 10 | 0 |
| Jan 2023 | $507.2M | $472M | $35.1M | 10 | 0 |
| Jan 2023 | $593.2M | $487.7M | $105.5M | 10 | 0 |
| Feb 2022 | $593.2M | $487.7M | $105.5M | 10 | 0 |
| Feb 2021 | $504.3M | $443.9M | $60.4M | 10 | 0 |
| Nov 2020 | $448.4M | $404.7M | $43.8M | 11 | 3 |
| Jun 2020 | $448.4M | $404.7M | $43.8M | 11 | 3 |
| Jan 2020 | $448.4M | $404.7M | $43.8M | 11 | 3 |
| Sep 2019 | $375.9M | $339.1M | $36.7M | 11 | 3 |
| Jan 2019 | $375.9M | $339.1M | $36.7M | 11 | 3 |
| Feb 2018 | $402.9M | $359.9M | $43M | 11 | 3 |
| Mar 2017 | $358.8M | $320.4M | $38.4M | 11 | 500 |
| Mar 2016 | $334.1M | $298.8M | $35.3M | 11 | 500 |
| Sep 2015 | $359.2M | $323.8M | $35.4M | 7 | 500 |
| Mar 2015 | $359.2M | $323.8M | $35.4M | 7 | 500 |
| Mar 2014 | $352.3M | $321.6M | $30.8M | 7 | 500 |
| Jan 2014 | $270.8M | $270.8M | $0 | 7 | 400 |
| Apr 2013 | $270.8M | $270.8M | $0 | 7 | 400 |
| Feb 2013 | $270.8M | $270.8M | $0 | 7 | 400 |
| Aug 2012 | $234.2M | $234.2M | $0 | -- | 400 |
| Jul 2012 | $234.2M | $234.2M | $0 | -- | 400 |
| Mar 2012 | $69.1M | $0 | $69.1M | -- | 400 |
| Feb 2012 | $234.2M | $234.2M | $0 | -- | 400 |
| Dec 2011 | $234.2M | $234.2M | $0 | -- | 400 |
| Dec 2011 | $234.2M | $234.2M | $0 | -- | 400 |
DateFeb 2025
Total AUM$635.3M
Discretionary$574.8M
Non-Disc.$60.6M
Employees11
Clients0
DateNov 2024
Total AUM$578.7M
Discretionary$524.1M
Non-Disc.$54.6M
Employees11
Clients0
DateMar 2024
Total AUM$578.7M
Discretionary$524.1M
Non-Disc.$54.6M
Employees11
Clients0
DateSep 2023
Total AUM$507.2M
Discretionary$472M
Non-Disc.$35.1M
Employees10
Clients0
DateJan 2023
Total AUM$507.2M
Discretionary$472M
Non-Disc.$35.1M
Employees10
Clients0
DateJan 2023
Total AUM$593.2M
Discretionary$487.7M
Non-Disc.$105.5M
Employees10
Clients0
DateFeb 2022
Total AUM$593.2M
Discretionary$487.7M
Non-Disc.$105.5M
Employees10
Clients0
DateFeb 2021
Total AUM$504.3M
Discretionary$443.9M
Non-Disc.$60.4M
Employees10
Clients0
DateNov 2020
Total AUM$448.4M
Discretionary$404.7M
Non-Disc.$43.8M
Employees11
Clients3
DateJun 2020
Total AUM$448.4M
Discretionary$404.7M
Non-Disc.$43.8M
Employees11
Clients3
DateJan 2020
Total AUM$448.4M
Discretionary$404.7M
Non-Disc.$43.8M
Employees11
Clients3
DateSep 2019
Total AUM$375.9M
Discretionary$339.1M
Non-Disc.$36.7M
Employees11
Clients3
DateJan 2019
Total AUM$375.9M
Discretionary$339.1M
Non-Disc.$36.7M
Employees11
Clients3
DateFeb 2018
Total AUM$402.9M
Discretionary$359.9M
Non-Disc.$43M
Employees11
Clients3
DateMar 2017
Total AUM$358.8M
Discretionary$320.4M
Non-Disc.$38.4M
Employees11
Clients500
DateMar 2016
Total AUM$334.1M
Discretionary$298.8M
Non-Disc.$35.3M
Employees11
Clients500
DateSep 2015
Total AUM$359.2M
Discretionary$323.8M
Non-Disc.$35.4M
Employees7
Clients500
DateMar 2015
Total AUM$359.2M
Discretionary$323.8M
Non-Disc.$35.4M
Employees7
Clients500
DateMar 2014
Total AUM$352.3M
Discretionary$321.6M
Non-Disc.$30.8M
Employees7
Clients500
DateJan 2014
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees7
Clients400
DateApr 2013
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees7
Clients400
DateFeb 2013
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees7
Clients400
DateAug 2012
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients400
DateJul 2012
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients400
DateMar 2012
Total AUM$69.1M
Discretionary$0
Non-Disc.$69.1M
Employees--
Clients400
DateFeb 2012
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients400
DateDec 2011
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients400
DateDec 2011
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients400