Donald Ratledge
Donald Ratledge is a CFP-designated registered investment advisor at Blue Diamond Financial Group, LLC, based in New Castle, DE, with 11 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
92 Reads Way, #104, New Castle, DE, 19720-1631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a managing partner at Ratledge & Associates, a CPA firm, dedicating nearly full-time hours to tax preparation, accounting, and consulting services. He also works as a solicitor for Milestone Wealth Advisors, spending minimal time soliciting investment advisory services for a referral fee.
Employment History
Current Registrations
Blue Diamond Financial Group, LLC
Previous Registrations
Milestone Wealth Advisors, INC.
State Registrations1 state
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