John Dittrich is a registered investment advisor at Dittrich Financial Group LLC, based in Springfield, MO, with 15 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, Investment Management, and 2 more. Their firm serves 33 clients with $9.8M 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 | 1.99% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Springfield, MO
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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 works as a Tax & Accounting Manager for Family Tax Service, providing tax preparation services, and dedicates about a quarter of his time to this role. He also acts as a landlord for rental property through Family Tax Service LLC, spending minimal time on tasks such as finding tenants and managing bookkeeping.
Employment History
Current Registrations
Dittrich Financial Group LLC
Previous Registrations
Strategic Wealth Group
Db Advisors
Edward Jones
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.