Walen Financial Group, LLC
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About
Walen Financial Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial coaching and securities-related advice as well as non-securities planning help such as cash‑flow and mortgage planning. The firm performs portfolio analyses and makes recommendations but refers management of client assets to a third‑party registered investment adviser.
Walen does not provide direct portfolio management or custody; it acts as a co‑advisor and maintains the client relationship while Matson Money implements asset allocation models that rely on Modern Portfolio Theory, diversified mutual‑fund allocations, and periodic rebalancing. The firm supports Matson Money’s programs, which may include use of commingled funds and, in some portfolios, variable‑rate annuities and life insurance contracts.
Notable differences from many peers include that Walen generally does not charge or withdraw percentage‑of‑AUM fees directly and does not exercise investment discretion or custody client assets; instead it receives co‑advisor/referral compensation from Matson Money. The brochure discloses an ownership and operational relationship with the third‑party manager and reduced‑fee arrangements for associates and family members, which the firm identifies and addresses in its disclosures.
Client services
Expertise
Fee options
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Main office
4149 North Holland Sylvania Road, Suite 1
Toledo OH 43623
Advisors at this office
2
Most active in
Florida · Michigan · Ohio · Texas
Also doing business as
Walen Financial Group · Walen Financial Group, LLC · Walen, Richard
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Christine K
Series 65
Toledo, OH
Walen Financial Group, LLC
Christine Krygielski is a financial advisor with Walen Financial Group, LLC in Toledo, Ohio, holding a Series 65 designation and nine years of industry experience. She has been with Walen Financial Group since 2015. Walen Financial Group serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial coaching and securities-related advice alongside non-securities planning such as cash-flow and mortgage planning. The firm acts as a co-advisor, maintaining client relationships while a third-party adviser manages client assets using diversified, Modern Portfolio Theory-based strategies.
Alex A
Series 65
Toledo, OH
Walen Financial Group, LLC
Alex Ash is a financial advisor at Ash Matson Wealth Partners, Inc. with a Series 65 credential and three years of industry experience. He has worked at Matson Money from 2007 to 2022 and simultaneously operates Walen Financial Group, LLC. Ash Matson Wealth Partners provides investment advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on individualized asset-allocation analysis and recommends third-party investment advisers without exercising discretionary trading authority or taking custody of client assets.
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