Gianola Financial Planning, LLC logo

Gianola Financial Planning, LLC

Updated today

Client assets under management

$0

Clients

140

0% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

47

Typical

Average account size

$0

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

Financial planning Income tax preparation services

Expertise

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)

Demographic focus

Women Professionals Single Women

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Fee options

Fixed

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

Other

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 location

Gianola Financial Planning, LLC

6797 N. High Street, Suite 324

Worthington OH 43085, United States

Number of offices

2

Most active in

Florida · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Women Professionals Single Women
user avatar

Logan M

Series 65

Worthington, OH

Gianola Financial Planning, LLC

Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked six years at the Social Security Administration. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and diversified portfolios using mainly index and exchange-traded funds, operating on a non-discretionary basis with clients maintaining control of their assets.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Women Professionals Single Women
user avatar

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.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Women Professionals Single Women
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