John May is a CFP-designated registered investment advisor at Ruggaard & Associates, based in Hudson, OH, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 314 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Individual portfolio management annual fees range from 0.80% to 1.00% of assets under management. Retirement account management is charged at 0.40%. Fees are negotiable.
Fee Estimator
Location
110 W Streetsboro St., Suite 1A, Hudson, OH, 44236
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 Activities
John serves on the investment committee for Twins Days, Inc., monitoring investment performance and setting investment direction. He communicates with other board members a few times a year, spending minimal time on this activity.
Employment History
Current Registrations
Ruggaard & Associates
Previous Registrations
James Reed Financial Services, INC.
Comprehensive Asset Management and Servicing, INC.Broker
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
- Brian Cline, CFP, ChFCEdward Jones
- Jay Schulman, ChFCLPL Financial LLC
- Matthew Dunn, CFAArq Wealth Advisors, LLC
- Matthew Gillen, CFPWells Fargo Advisors
- Micaela Amburgey, CFPAmeriprise Financial Services, LLC
- Gage Paul, CFPWestern Reserve Capital Management, LLC