John Davidson is a CFP-designated registered investment advisor at Kyleshill Financial Planning, based in Columbus, OH, with 19 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, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 43 clients with $87M 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 $750K | 0.75% |
| $750K - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be negotiable but will not be greater than the schedule above.
Fee Estimator
Location
3400 North High Street, Suite 210, Columbus, OH, 43202
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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
John is a minority partner in Enterprise Advisory Group, LLC, a professional services firm. He is not actively involved in the day-to-day operations, attending only one business meeting per year.
Employment History
Current Registrations
Kyleshill Financial Planning
Previous Registrations
Kyleshill Financial Planning
Partnervest Advisory Services 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.