GIANOLA FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- WORTHINGTON, Ohio
- CRD number
- 121365
- Website
- gianolafinancial.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Gianola Financial Planning, LLC is organized as a limited liability company under individual ownership and offers fee-based financial planning services. The firm's billing arrangements include fixed fees and other fee models rather than traditional asset-based advisory fees. Its stated advisory activity is financial planning rather than discretionary portfolio management; the record does not include a recorded SEC registration year and it is not identified as a multi-state adviser. The firm is not flagged as an active ESG investor, a pension consultant, a capital allocator to third-party managers, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4SANA HAQUE
Senior Financial Advisor, PartnerCRD 6202272
JILL GIANOLA
OwnerCRD 4557546
Melanie Dunbar
PartnerCRD 7687408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WORTHINGTON, OH
FRANKLIN
Location
WORTHINGTON, OH
Headquartered in WORTHINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 6797 N High St
- Time zone
- ET (UTC-5)
- Office locations
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