AJD Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,209,366
Total clients
55
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$440,170
About
The firm provides investment management, ongoing and project-based financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts and employer-sponsored retirement plans. It operates as a fee-only registered investment adviser and manages roughly $24 million in discretionary assets for about 55 clients.
AJD Wealth structures client portfolios around asset-allocation principles and Modern Portfolio Theory, favoring low-cost, index-based ETFs and the use of third‑party managers or model portfolios for implementation. Clients work with the adviser on goals, risk tolerance and periodic reviews, and the firm typically manages accounts on a discretionary, long-term basis while accommodating reasonable client-imposed restrictions.
Notably for a solo independent adviser, the firm provides ERISA-covered retirement plan consulting to employer plan sponsors—an offering that is less common among peers in this category. The firm also implements many client portfolios through an institutional platform (Betterment Advisor Solutions) and may combine outside managers with model, passive strategies, reflecting a hybrid operational approach uncommon for a practice of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees up to $30,000 for project-based financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
$500 per hour for project-based financial planning
Up to $1,000 per month for ongoing financial planning services
Account minimum: $300,000 Fee-only: Fixed fee up to $1,000 per month for ongoing financial planning; fixed fees up to $30,000 or hourly fee of $500 for project-based financial planning
Main office location
AJD Wealth
Cincinnati OH, United States
Number of offices
1
Most active in
AJD Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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