Jason Dittberner
Jason Dittberner is a registered investment advisor at Heffernan Advisory, INC., based in Flagstaff, AZ, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 332 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Location
809 W. Riordan Road, Suite 104, Flagstaff, AZ, 86001
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 ActivitiesSells Insurance
Jason works under Ascendant Financial Solutions and is an independent representative with various insurance carriers for fixed insurance. He also owns JD Financial Services LLC, works as a dentist (Jason Dittberner DDS), is a speaker for the Association of Financial Educators, and receives survey income.
Employment History
Current Registrations
Heffernan Advisory, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations25 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.