# WALLER FINANCIAL PLANNING GROUP, INC.

WALLER FINANCIAL PLANNING GROUP, INC. of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 159564
- Type: SEC-registered investment adviser
- SEC file number: 801-72938
- Location: 941 CHATHAM LANE SUITE 212, COLUMBUS, OH, 43221
- Phone: 614-457-7026
- Latest filing: 2026-03-17
- Regulatory AUM: $747.8M
- Discretionary AUM: $678.7M
- Non-discretionary AUM: $69.0M
- Clients: 11
- Accounts: 2,081

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Owen Olsgard | PARTNER | — |
| Charles Arthur Kerwood | PARTNER | — |
| Jason Allen Eliason | PARTNER | — |
| Jason Edward Farris | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KERWOOD CHARLES ARTHUR | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ELIASON JASON ALLEN | PARTNER; VICE PRESIDENT | — |
| OLSGARD CHRISTOPHER OWEN | PARTNER; SECRETARY/TREAURER | — |
| FARRIS JASON EDWARD | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NAPLES | FL | 1 | 239-325-8505 |
| NAPLES | FL | 1 | 239-325-8505 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159564/similar
- Related entities: https://search.stillhousedata.com/firm/159564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159564

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.