Columbus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Columbus Wealth Management serves individual clients — including high‑net‑worth individuals — along with trusts, business entities, estates, and charitable organizations, providing discretionary investment management and a range of financial planning services. The firm offers project‑based, ongoing comprehensive, and hourly planning engagements in addition to portfolio management tailored to client objectives.
The firm develops individualized investment policies and asset‑allocation targets using principles from modern portfolio theory and fundamental analysis, and conducts regular account reviews on a quarterly basis. It also integrates third‑party account‑linking technology to monitor held‑away employer retirement plans and, where compatible, can recommend allocation changes within those plans while managing most client accounts on a discretionary basis.
Distinctive features include a two‑advisor ownership structure established in 2021 that combines advanced professional credentials — including a CFA charterholder who also holds CFP certification — with a relatively small client roster, which the brochure indicates supports more hands‑on planning relationships and negotiable planning arrangements. The firm reports no outside affiliations or third‑party compensation, and documents formal policies for retirement plan rollover recommendations (PTE 2020‑02) and trusted‑contact/financial‑exploitation safeguards under state law.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fee, minimum $6,000 and increased based on complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $1,000,000,000: 0.50%
$500 per hour, negotiable.
Ongoing comprehensive financial planning fees paid monthly or quarterly, minimum annual fee $6,000; fees negotiable.
Minimum fee: Minimum annual fee of $6,000 for ongoing comprehensive financial planning services, generally when financial planning services only are engaged. Fee-only: Project-based financial planning fixed fee, minimum $6,000 and increased based on complexity; fee negotiable.
Main office
6605 Longshore Street, Suite 240 #190
Dublin OH 43017
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Columbus Wealth Management · Columbus 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.
Forms ADV
Quick links
Advisors at this firm
Nicholas D
Series 65
Dublin, OH
Columbus Wealth Management
Nicholas Daniel is a Series 65-registered financial advisor with six years of industry experience. He has worked at Columbus Wealth Management since 2021 and previously spent seven years at Windsor Advisory Group. Nicholas is based in Dublin, Ohio. Columbus Wealth Management serves individuals, high-net-worth clients, trusts, business entities, estates, and charitable organizations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies guided by fundamental analysis and modern portfolio theory, managing a small client roster with a focus on individualized policies and regular portfolio reviews.
Matthew D
CFP®, CFA®
Dublin, OH
Columbus Wealth Management
Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!
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