Fee-only adviser · Pickerington, OH
Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Pickerington, Ohio. On its latest Form ADV, filed February 27, 2026, it reports $80M in regulatory assets under management, 155 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 132716 |
| Office | 70 E. Columbus Street Pickerington, OH 43147 |
| Phone | (614) 837-7000 |
| Website | www.davidstoneadvisor.com |
| Regulatory assets under management | $80M |
| Individual clients | 138 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pickerington
- Arcadia Financial Partners, LLC Not reported
Nearby
- Pataskala 1 firm
- Groveport 1 firm
- Bexley 1 firm
- New Albany 6 firms
- Lancaster 2 firms
- Granville 1 firm
- Westerville 6 firms
- Upper Arlington 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Personal Financial Advisors, Inc.? Update this listing.