Ronda Koehler is a CFP-designated registered investment advisor at Bluespring Wealth Management, LLC, based in Cincinnati, OH, with 23 years of industry experience. Ronda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 10 more. Their firm serves 3,250 clients with $5.4B 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule reflects the Midwest regional platform. Other regional platforms and specific account types have separate fee schedules (e.g., River Valley region ranges from 1.00% down to 0.40%). Fees are negotiable.
Fee Estimator
Contact
Ronda Koehler
Location
7661 Beechmont Avenue, Suite 200, Cincinnati, OH, 45255
Get directionsHistory
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 →Employment History
Current Registrations
Bluespring Wealth Management, LLC
Previous Registrations
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory, LLC
State Registrations2 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.
Exams
More Advisors
- John Ritter, CFPBluespring Wealth Management, LLC
- Lora Anstaett, CFPBluespring Wealth Management, LLC
- Jeffrey Daniher, CFPBluespring Wealth Management, LLC
- Michele Daniher, CFPBluespring Wealth Management, LLC
- Jamie Caudill, CFPAdvice and Planning Services
- Amanda Simmons, CFPMariner