JS
CFP
JS
CFP

John Stanovich

14 Years of Experience
Cincinnati, OH

John Stanovich is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Cincinnati, OH, with 14 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
682 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7845 Kenwood Rd, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cerity Partners LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Argi Investment Services, LLC
October 2020 - April 2023 · 2 yrs 6 mos
TD Ameritrade Investment Management, LLC
May 2016 - October 2020 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
May 2016 - October 2020 · 4 yrs 5 mos
TD Ameritrade, INC.
May 2016 - October 2020 · 4 yrs 5 mos
Strategic Advisers, INC.
August 2012 - May 2016 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
October 2011 - May 2016 · 4 yrs 7 mos
State Registrations2 states
KYOH
Advisor

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
No exam information available for this advisor.