Gianola Financial Planning, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
4

Firm details

Headquarters
Worthington, Ohio
CRD number
121365
Fee structure
Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Sana Haque

    Sana Haque

    Senior Financial Advisor, PartnerCRD 6202272

  • Jill Gianola

    Jill Gianola

    OwnerCRD 4557546

  • Melanie Dunbar

    Melanie Dunbar

    PartnerCRD 7687408

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth