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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-2022
- Office Locations
- 1
Office Locations
About Finish Well RIA LLC
Finish Well RIA LLC is an independent Columbus, OH advisory firm focused on helping families simplify retirement planning and build sustainable income. The firm offers wealth management, retirement income strategies, IRA rollovers, and insurance/annuity-based solutions alongside investments, with ongoing monitoring. Notable for its “race packet” planning process and clear disclosure of fees and internal costs; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 310 clients, or 155 clients per representative. That equates to $351.6K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Finish Well RIA LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHAWN DALE HOGAN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6741537
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PETER THOMAS TOTH
Owner
- CRD
- #7069943
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,000,000 | $138,854 |
| Non-Discretionary | $0 | -- |
| Total | $109,000,000 | $138,854 |
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Separately Managed Accounts
SMA allocation detail is available
Finish Well RIA LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.