Adam Hardy

CFP

5 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners

Cerity Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

571 advisors

Number of Clients

19,810 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

300 E. Business Way, Suite 100A, Cincinnati, OH, 45241

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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.