Bigby Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,778,935
Clients
41
Advisors
1
of 2 employees
About
Bigby Financial Planning, LLC is a fee-only financial planning and investment management firm that advises individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with work focused on individual and high‑net‑worth clients. Services include comprehensive financial planning—cash flow, tax and estate planning, education and retirement planning—alongside ongoing portfolio management and implementation support.
The firm operates non‑discretionarily, consulting with clients and obtaining approval prior to each trade and executing approved transactions under a limited power of attorney, with investment policy statements documenting objectives. Portfolios are typically constructed using no‑load or low‑load mutual funds and exchange‑traded funds (and occasionally individual stocks and bonds), and accounts receive quarterly reviews, performance reporting, and periodic net worth statements.
What is distinctive relative to many supported peers is the near‑exclusive use of non‑discretionary management, making client consent part of the trading process rather than delegated authority. The adviser also operates as an independent, fee‑only firm that does not accept commissions or referral fees, does not vote client proxies, and manages approximately $22.9 million across about 45 client relationships, indicating a small, consultative practice model.
Client services
Expertise
Fee options
Financial planning and retainer agreements range from $1,000 to $5,000, negotiable
$0 - $1,000,000: 1.15% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$200 per hour for limited scope engagements
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, negotiable Fee-only: Fee-only; no commissions accepted
Main office
Lewis Center OH
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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