John Deitrick
John Deitrick is a CFP-designated registered investment advisor at Ard Advisory Services, LLC, based in Dublin, OH, with 18 years of industry experience. John 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
John is the founder of Advanced Retirement Design, LLC, though there is no current activity. He also operates under several DBAs for advisory services and business consulting, and sells life insurance and annuities through ARD Insurance Services LLC, dedicating a few hours per week to this.
Employment History
Current Registrations
Ard Advisory Services, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Horter Investment Management, LLC
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.