WWA Planning & Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,138,602
Clients
106
Advisors
4
of 4 employees
About
WWA Planning & Investments is a fee‑only advisory firm that serves individuals — including high‑net‑worth clients — as well as certain retirement plans and charitable organizations. Its service menu includes comprehensive and on‑going financial planning, discretionary and non‑discretionary portfolio management, hourly and fixed‑fee consulting, and group educational seminars and workshops.
The firm describes an evidence‑based planning process that is integrated with portfolio management, using model portfolios and offering ESG screening when requested. It also offers targeted services for clients near retirement — notably a one‑time, two‑hour “Retirement Readiness” appraisal — and will accept discretionary authority for ongoing management when clients choose that option.
WWA’s brochure highlights a practice that is more outward‑facing than many peers: complimentary community seminars and workshops and frequent speaking engagements are a regular part of its client education efforts. The firm also discloses operational details that are less commonly emphasized at this size, including participation in Dimensional Fund Advisors’ institutional program and limited use of artificial intelligence for administrative and client‑service tasks (explicitly not used for investment selection).
Client services
Expertise
Fee options
Fixed fees for financial planning services range from $800 to $5,600; Retirement Readiness Assessment is $800 one time for two hours
$0 - $600,000: Age-based minimum annual fees plus a percentage of AUM (varies by client age; e.g., $2,400 plus $1,200 plus 1% of AUM for ages 20-30) $600,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001 - $5,000,000: 0.55% $5,000,001+: 0.50%
Hourly financial planning services at $325 per hour (negotiable)
Account minimum: $600,000 Minimum fee: Minimum annual fee of $6,000 for clients with assets under management of $600,000 or more Fee-only: Fee-only advisory firm; does not sell securities on commission basis
Main office
427 Washington St
Columbus IN 47201
Advisors at this office
4
Most active in
Indiana · Texas
Also doing business as
Wisdom Wealth Abundance, LLC · Wwa Planning & Investments
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
Patrick A
CFP®, Series 65
Columbus, IN
WWA Planning & Investments
Patrick Andrews is a CFP® professional with five years of industry experience, currently serving at WWA Planning & Investments since 2021. Prior to this, he worked for eight years at Cummins, Inc. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides educational seminars and workshops to the community.
Jalene H
CFP®, Series 65
Columbus, IN
WWA Planning & Investments
Jalene Hahn is a CFP® with 21 years of industry experience and has been with WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as an unpaid registration agent for a dormant LLC. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management and offers services such as comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars.
Andrew P
Series 65
Columbus, IN
WWA Planning & Investments
Andrew Pajakowski is a financial advisor at WWA Planning & Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Cummins, Inc. for 25 years. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides targeted services for clients nearing retirement.
Megan R
Series 65
Columbus, IN
WWA Planning & Investments
Megan Rynearson is a financial advisor with WWA Planning & Investments in Columbus, IN, holding a Series 65 designation and two years of industry experience. She has previously worked at Cummins, Inc. and Ford Motor Company, as well as held roles at Purdue University. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and educational seminars, using an evidence-based planning process integrated with portfolio management and providing ESG screening upon request.
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