ARD Advisory Services, LLC

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Client assets under management

$59,950,792

Clients

156

11% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$384,300

About

ARD Advisory Services serves individual and high-net-worth clients as well as businesses, pension plans, charities, and other entities, offering portfolio management, financial planning (including subscription planning), and standalone business consulting under multiple DBAs. The firm provides both ongoing discretionary investment management and one-time or subscription financial plans tailored to client needs.

ARD’s investment process emphasizes individualized Investment Policy Statements and uses a mix of analytical methods — including fundamental, quantitative, technical, charting, and modern portfolio theory — with both long- and short-term trading approaches. The firm also directs clients to third-party managers and may allocate to private equity and non‑U.S. securities as part of diversified portfolios.

Notably, ARD conducts fee-based educational programs such as multi-week Business Owner Mastermind Groups and other workshops, a service relatively uncommon among peers. The brochure also discloses an affiliation with an insurance entity through a licensed insurance professional, which the firm acknowledges as a potential conflict of interest and says it addresses through disclosure and periodic review; the firm further coordinates third-party professionals for complex wealth and business needs and reports no account minimums.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Annuities Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Fixed fees: One-time financial planning $500-$3,000; Subscription financial planning $85-$250 per month; Financial planning/consulting for businesses and HNW individuals $4,000-$45,000; Educational workshops $149-$500 per seat; Business Owner Mastermind Group $2,000-$5,000 per attendee

Percentage

$0 - $249,999: 1.27% $250,000 - $499,999: 1.18% $500,000 - $749,999: 1.03% $750,000 - $999,999: 0.96% $1,000,000 - $2,999,999: 0.73% $3,000,000 - $3,999,999: 0.61% $4,000,000 - $4,999,999: 0.53% $5,000,000 - $9,999,999: 0.47% $10,000,000 - And Up: 0.34%

Project-based

$180 - $286 per hour

Subscriptions

$85-$250 per month for subscription financial planning

Other

Fee-only: Hourly fees between $180 and $286; Fixed fees for one-time financial planning $500-$3,000; Subscription financial planning $85-$250/month; Fixed fees for businesses and high net worth individuals $4,000-$45,000; Educational workshops $149-$500 per seat; Business Owner Mastermind Group $2,000-$5,000 per attendee

Main office location

ARD Advisory Services, LLC

7263 Sawmill Rd., Ste 150

Dublin OH 43016, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 614-602-6506

Advisors at this firm

John D

CFP®

Dublin, OH

ARD Advisory Services, LLC

John Deitrick is a CFP® professional with 18 years of experience in financial advising. He is currently with ARD Advisory Services, LLC and ARD Insurance Services LLC, and has previously worked at JW Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory roles, he is involved in ARD Business Advocates, providing financial planning and business consulting for business owners. ARD Advisory Services, LLC is a supported investment advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and access to a variety of investment vehicles, using a range of analytical methods and tailored client programs.

Wealth management Annuities Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)

Tony P

ChFC®, Series 63

Dublin, OH

ARD Advisory Services, LLC

Tony Pritchett is a financial advisor at ARD Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining ARD Advisory Services, he worked at WELLth Advisory Services, LPL Financial, Global Retirement Partners, Oneamerica Securities, and American United Life. In addition to his advisory role, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance planning. ARD Advisory Services, LLC is a small, supported investment advisory firm serving individual and high-net-worth clients. The firm manages approximately $36.7 million across 78 clients, providing portfolio management, financial planning, and access to a range of investment products, with an emphasis on tailored client programs and educational offerings.

Wealth management Annuities Business exit / sale strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)

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