# Finish Well RIA LLC

> Finish Well RIA LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 321957
- Filed as: FINISH WELL RIA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321957
- AdvisorCensus page: https://advisorcensus.com/firm/finish-well-ria-llc-columbus-oh-321957

## Quick answers

**How is Finish Well RIA LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Finish Well RIA LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Finish Well RIA LLC located?**
Finish Well RIA LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Finish Well RIA LLC registered with the SEC or a state?**
Finish Well RIA LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 321957.

**How much does Finish Well RIA LLC manage?**
Finish Well RIA LLC reports $109,000,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Finish Well RIA LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (285); high net worth individuals (25).

**Which custodians does Finish Well RIA LLC use?**
Finish Well RIA LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co as a custodian holding 10% or more of its separately managed account assets.

**Does Finish Well RIA LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321957

**Does Finish Well RIA LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 25, 2026 says: "There is no account minimum for any of FWRL’s services."

**What changed in Finish Well RIA LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Account minimum: None

> There is no account minimum for any of FWRL’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $109,000,000
- Discretionary: $109,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 285 | $55,000,000 |
| High net worth individuals | 25 | $54,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MS, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fwretire.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finish Well RIA LLC (CRD 321957): Form ADV filing data as of October 2026.