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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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