Fee-only adviser · Upper Arlington, OH
Welspire LLC
Welspire LLC is a fee-only investment adviser registered with the securities regulators of Nebraska, Ohio, with its main office in Upper Arlington, Ohio. On its latest Form ADV, filed February 19, 2026, it reports $26M in regulatory assets under management, 14 individual clients and 1 employee who gives 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: Nebraska, Ohio |
|---|---|
| Firm CRD number | 176518 |
| Office | 2400 Cambridge Boulevard Upper Arlington, OH 43221 |
| Phone | (614) 745-1696 |
| Website | www.welspire.com |
| Regulatory assets under management | $26M ($23M discretionary) |
| Individual clients | 5 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 19, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Upper Arlington
- TCP Asset Management, LLC $1.2B
- Kovalcik & Geraghty Wealth Partners LLP $299M
- Fiducia Wealth Management $53M
See all 4 fee-only advisers in Upper Arlington →
Nearby
- Columbus 47 firms
- Hilliard 2 firms
- Worthington 1 firm
- Dublin 21 firms
- Bexley 1 firm
- Powell 3 firms
- Grove City 1 firm
- Lewis Center 1 firm
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