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Philip Stuart Hammond Jr.

Advisor at Trendcalc Dynamics — Columbus, OH

Updated today

Credentials

CFP®, Series 63

Experience

38 years

Location

Columbus, OH 43215

Trendcalc Dynamics logo

Trendcalc Dynamics

Independent

Total advisors

1

Clients per advisor

70 Very High

Avg AUM per client

$501,429 Typical

HNW client ratio

4% Low

About

Philip Hammond is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Trendcalc Dynamics in Columbus, OH. His career includes roles at Osaic Wealth, Inc., Securities America Advisors, Inc., and several iterations of Trendcalc Capital Management since 2011. In addition to his advisory work, he has operated as an independent insurance agent since 1990. Trendcalc Dynamics provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, systematic investment process across global and regional equity and fixed-income strategies and is notable for its ERISA 3(38) investment manager role for retirement plans.

Client services

Based on Trendcalc Dynamics

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Trendcalc Dynamics

Wealth management

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Fee options

Fixed

Financial planning fixed fee, typically ranging from $0 to $15,000

Percentage

$0+: Up to 2.00% $0 - $500,000: 2.00% $500,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: Subject to Negotiation All Assets+: 1.20% (Unified Managed Accounts) All Accounts+: 0.75% (Third Party Managed Portfolios/Customized Portfolios)

Project-based

Up to $500 per hour for consulting services

Other

Account minimum: $50,000 Minimum fee: $1.00 minimum monthly asset management fee Fee-only: Financial Planning: Fixed fee $0 to $15,000; Consulting: up to $500/hour

Location

Columbus, OH

21 E. State Street, Suite 200

Columbus OH 43215

Advisors at this office

1

Most active in

Florida · Ohio

Work history

38 years of industry experience

OSAIC

2024 - Present • 2 years

Columbus, OH

Trendcalc Capital Management, LLC

2017 - Present • 9 years

Delaware, OH

Securities America Advisors, Inc.

2017 - 2020 • 3 years

Columbus, OH

TrendCalc Capital Management, LLC

2016 - Present • 10 years

Delaware, OH

Trendency Capital Management, LLC

2011 - 2017 • 6 years

Dublin, OH

Advisory & Retirement Planning, LLC

2009 - 2017 • 8 years

Dublin, OH

SECURITIES AMERICA, inc.

2009 - 2024 • 15 years

Columbus, OH

Independent Insurance Agent

1990 - Present • 36 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Makinley C

Series 65

Hilliard, OH

Purpose1st Financial

Makinley Cornley is Co-Founder and Financial Advisor for Purpose1st Financial, a registered investment advisor based in Hilliard, Ohio serving high-net-worth families, business owners, and professional athletes. Makinley came to wealth management through personal loss, graduating from Penn State one week before her father passed, and later watching his estate fail to be distributed the way he intended. That experience is the reason protection is never a secondary conversation at Purpose1st. It is always the first. Over her career she progressed from financial advisor to Director of Operations at a firm managing private equity relationships and multimillionaire client portfolios, learning the work from inside the rooms where it actually happens. She co-founded Purpose1st with her husband Jamelle Cornley on the belief that the people who work hardest to build something deserve someone who works just as hard to protect it.

General retirement planning Wealth management Multi-generational wealth transfer Business succession planning Inherited wealth Founder/Business Owner Established Professionals Approaching retirement Retired

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

General tax planning General retirement planning Business ownership considerations Wealth management Early retirement planning Founder/Business Owner Self-Employed Artists or Creative Retired HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
user avatar

Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett Jr. is a financial advisor at Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved in community pastoral work through Columbus Bible Way Church, Inc. Thomas Everett Investments is an independent advisory firm providing asset management, financial planning, third-party manager referrals, and retirement plan consulting to individuals, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and quantitative methods in its investment analysis and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and serving charitable clients.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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