Gary Howard is a CFP-designated registered investment advisor at Advisory Services Network, based in West Chester, OH, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
8240 Beckett Park Drive, Suite D, West Chester, OH, 45069
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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 Activities
Gary owns Gary L Howard CPA, providing tax preparation services to small businesses and individuals, taking about half of his time. He is also an Investment Advisor Representative with Advisory Services Network, LLC DBA Howard Financial Services, spending about half his time providing fee-based advisory services.
Employment History
Current Registrations
Advisory Services Network
Calton & Associates, INC.Broker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations5 states
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.