Columbus Street Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Columbus Street Wealth Management provides portfolio administration, financial planning and consulting, and pension consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm serves both retail investors and employer plan sponsors with ongoing investment management and project‑based planning engagements.
Its investment process centers on asset allocation, qualitative security analysis, and the use of passive asset‑class funds and third‑party sub‑advisers to implement model allocations and monitor portfolios for rebalancing and long‑term holdings. The firm discloses that, at clients’ requests, it may employ margin borrowing and certain derivatives strategies in separately managed accounts and operates in a co‑advisory model with independent managers.
Compared with many independent, solo‑advisor peers, Columbus Street’s client mix and practices are uncommon: it works with institutional pension and charitable organization clients while managing roughly $144.5 million for about 82 clients. The firm also departs from the typical percentage‑of‑AUM billing model by relying on sub‑adviser fee arrangements and flat/hourly planning fees and completed SEC registration in May 2026.
Client services
Expertise
Fee options
Flat fees ranging from $1,000 to $50,000 for financial planning and consulting services, Pension consulting services flat fee with minimum quarterly fee of $250 and maximum of $50,000
Hourly fee up to $250 per hour
Account minimum: $1,000 Minimum fee: Written financial plans are generally assessed a minimum fee of $1,000 Fee-only: Flat fees range from $1,000 to $50,000; Hourly fees up to $250 per hour; Pension consulting flat fees with a minimum quarterly fee of $250 and maximum of $50,000
Main office
Grove City OH
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Columbus Street Financial Planning, LLC · Columbus Street Wealth Management, LLC
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.
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