Theodore Winders is a CFA, CFP-designated registered investment advisor at Yarger Wealth Strategies, LLC, based in Westerville, OH, with 15 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 216 clients with $530M 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 | 1.25% |
Wealth management fees range from 0.50% to 1.25% annually based on scope, complexity, and asset level. Subject to a $2,500 minimum annual fee.
Fee Estimator
Location
140 Dorchester Square S., Suite B, Westerville, OH, 43081
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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 →Employment History
Current Registrations
Yarger Wealth Strategies, LLC
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
Optionshouse, LLCBroker
TD Ameritrade, INC.Broker
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.
Exams
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