RIA Intel›Advisers›Ohio›SPILLANE FINANCIAL PLANNING, INC.

SPILLANE FINANCIAL PLANNING, INC.

Advisory

OH

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account
$623K
across 72 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$45M
Discretionary %
100%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ALPHA INVESTMENT MANAGEMENT
CINCINNATI, OH
$45M
-2.6% 1Y
TREECE INVESTMENT ADVISORY CORP
TOLEDO, OH
$45M
+8.9% 1Y
CONCORDIA WEALTH PLANNING, LLC
$45M
TAYLOR FINANCIAL MANAGEMENT INC
BEXLEY, OH
$46M
FORWARD THINKING WEALTH MANAGEMENT, LLC
$46M
WEALTH TRANSITIONS, LLC
$46M

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