Tony Pritchett
Tony Pritchett is a ChFC-designated registered investment advisor at Ard Advisory Services, LLC, based in Dublin, OH, with 19 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 156 clients with $60M 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 $250K | 1.27% |
| $250K - $500K | 1.18% |
| $500K - $750K | 1.03% |
| $750K - $1000K | 0.96% |
| $1.0M - $3.0M | 0.73% |
| $3.0M - $4.0M | 0.61% |
| $4.0M - $5.0M | 0.53% |
| $5.0M - $10.0M | 0.47% |
| $10M+ | 0.21% |
Fee Estimator
Location
7263 Sawmill Rd., Ste 150, Dublin, OH, 43016
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 →Other Business ActivitiesSells Insurance
Tony operates under several DBAs for his LPL business and is an IAR for Strategic Retirement Partners and Global Retirement Partners. He spends about half of his time on investment advisory services through Global Retirement Partners, which terminated in June 2024.
Employment History
Current Registrations
Ard Advisory Services, LLC
Previous Registrations
Wellth Advisory Services, LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
High Street Securities, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Nationwide Investment Services CorporationBroker
Fifth Third Securities, INC.Broker
Banc One Securities CorporationBroker
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.