Shawn Ballinger, CFP®

Columbus Street is an independent, fiduciary investment advisor providing flat fee comprehensive wealth management services in all areas of financial planning.

Our typical retired client has $3- 4mm or more of investable assets managed at Charles Schwab with an annual flat fee structure beginning at $8,500.

Mid-career professionals we work with have $400k or more of household income and equity compensation considerations; flat fee structures start at $6,500 annually. We also manage endowment assets for non-profit organizations using the same flat pricing model.

Like the individual and family clients we serve, charitable entities benefit from our flat fee structure.