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 is an SEC‑registered independent investment adviser that provides discretionary portfolio administration, standalone financial planning and pension consulting to individuals, high‑net‑worth clients, trusts, corporations and charitable organizations. The firm operates as a small, single‑advisor practice serving roughly 82 client relationships and offers both ongoing portfolio management and project‑based planning engagements.
The firm builds individualized portfolios through asset allocation and a mix of passive and active strategies (including use of Dimensional funds and fixed‑income allocations) and may utilize third‑party sub‑advisers for implementation. Its process emphasizes qualitative analysis and long‑term positioning, and the firm discloses that it may employ margin borrowing and derivatives (options and similar instruments) within separately managed accounts when appropriate.
What distinguishes the firm from many peers is its combination of institutional‑type services and small‑firm model: it provides pension consulting for plan sponsors and serves charitable and other institutional clients while using a co‑advisory/sub‑adviser implementation approach (including an arrangement with Belle Haven Investments L.P.). The firm also departs from the typical independent‑adviser billing model by not relying on a firm‑level percentage‑of‑AUM fee structure, instead using flat/hourly planning fees and advisory arrangements billed through sub‑advisers.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting range from $1,000 to $50,000; pension consulting flat fees minimum quarterly $250, max $50,000
Hourly fees for financial planning and consulting up to $250 per hour
Account minimum: $1,000 Minimum fee: Financial plans generally assessed a minimum fee of $1,000 but may be negotiated Fee-only: Financial planning & consulting fees charged on an hourly or flat fee basis; hourly fees up to $250/hour; flat fees range from $1,000 to $50,000; pension consulting flat fees subject to minimum quarterly fee of $250 and max $50,000
Main office
5650 Blazer Parkway
Dublin OH 43017
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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