RH
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Ronald Hodge

9 Years of Experience
Jacksonville, FL
Sells Insurance

Ronald Hodge is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Jacksonville, FL, with 9 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

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

6101 Gazebo Park Place North, Suite 105, Jacksonville, FL, 32257

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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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Other Business ActivitiesSells Insurance

Ronald is an independent insurance agent selling non-variable insurance products. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
January 2017 - June 2023 · 6 yrs 5 mos
Securian Financial Services, INC.Broker
April 2016 - June 2023 · 7 yrs 2 mos
State Registrations1 state
FL
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.