David Bodnar
David Bodnar is a CFP-designated registered investment advisor at Kellett Wealth Advisors, LLC, based in Cincinnati, OH, with 36 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Maximum annual fee is 1% for SIMPLE IRA accounts and 1.15% for comprehensive portfolio management. Fees are negotiable and billed monthly in advance based on portfolio value.
Fee Estimator
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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