Gianola Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples and families, as well as trusts, estates and small businesses. Services are delivered through comprehensive planning engagements, a one-time advisory review, and occasional special planning projects, with compensation received solely from client-paid fees rather than commissions.
The firm’s investment approach emphasizes strategic asset allocation and broadly diversified portfolios using index and exchange-traded funds as well as actively managed mutual funds, with individual securities recommended only rarely and reviewed when clients already hold them. GFP operates on a non‑discretionary basis: clients retain control of their assets held at independent custodians, and trades are executed only with client authorization.
Notably, the brochure discloses that the firm does not perform ongoing continuous supervision of client assets and does not report assets under management, and it does not use percentage‑of‑AUM or performance‑based fee structures, relying instead on fixed retainer and project fees. The firm also identifies affiliations with fee‑only professional networks that supply proprietary planning tools and training, reinforcing a planning‑centric practice rather than product distribution.
Client services
Expertise
Demographic focus
Fee options
Full Retainer fees are fixed annual fees; Financial Jump Start fixed fee is $1,500; Special Financial Planning Project fees range from $1,000 to $2,500
Account minimum: $3,500 Minimum fee: Minimum initial fee for full retainer clients is $3,500 Fee-only: Fixed fees only; no commissions or performance-based fees
Main office
6797 N. High Street, Suite 324
Worthington OH 43085
Advisors at this office
3
Most active in
Florida · Ohio
Also doing business as
Gianola Financial Planning · Gianola Financial Planning, LLC · Jill Isaacson Gianola D/B/A Gianola Financial Planning
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
Advisors at this firm
Jill G
CFP®
Worthington, OH
Gianola Financial Planning, LLC
Jill Gianola is a CFP® professional with 21 years of industry experience, serving clients through her firm, Gianola Financial Planning, LLC, since 1995. She is the author of The Young Couple's Guide to Growing Rich Together and co-author of Single Women and Money: How to Live Well on Your Income. Ms. Gianola also occasionally presents compensated financial planning seminars and workshops. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses, emphasizing comprehensive planning and strategic asset allocation primarily using diversified index and exchange-traded funds. The firm operates on a non-discretionary basis with fixed retainer and project fees, focusing on planning rather than product distribution.
Logan M
Series 65
Worthington, OH
Gianola Financial Planning, LLC
Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.
Sana H
CFP®, Series 65
Worthington, OH
Gianola Financial Planning, LLC
Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.
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