Jarrod Hart is a CFP, ChFC-designated registered investment advisor at Mariner Independent, based in Cincinnati, OH, with 7 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
1128 Main Street, Suite 300, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarrod is a basketball referee with the Ohio High School Athletic Association since 2021 and a Finance Board Member for Cornerstone Renter Equity since April 2024, dedicating a few hours per week to the latter. He also offers investment services through Mariner Platform Solutions/Mariner Independent under Fortitude Financial Partners since September 2024, which is a full-time commitment.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Vantage Financial Partners, LLC
Investment Partners LTD
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.