Shawn Ballinger is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio.
A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock.
In this episode, Chris and Shawn discuss:
- Scaling from zero clients to $100 M AUM in five years on a flat-fee model
- Pricing tiers by complexity, and knowing when to raise fees
- Organic growth through COIs, and community outreach
- Why 50 % of great advising is client education
- When a solo advisor should hire an intern, paraplanner, or full-time staff member
Connect with Shawn via email: [email protected]
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
