David Bodnar
David Bodnar is a CFP-designated registered investment advisor at Kellett Wealth Advisors, LLC, based in Cincinnati, OH, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 465 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellett Wealth Advisors offers two investment management services:
- Asset Management (SIMPLE IRA): The maximum annual fee is 1% of the account value, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.15% of the account value, billed monthly in advance. This service includes tax preparation at no additional cost.
Location
8944 Blue Ash Road, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the President/Owner/Compliance Officer of David Bodnar Advisors, LLC, a registered investment advisor, spending about half his time managing sales and service of clients. He is also the President/Owner of Professional Planning Associates, selling insurance products and services, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Kellett Wealth Advisors, LLC
Previous Registrations
David Bodnar Advisors LLC
Triad Advisors LLCBroker
Deeter & Bodnar Advisors, LLC
Advantage Capital Corporation
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations1 state
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