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Dinergy

Updated today

Client assets under management

$23,128,000

Clients

88

0% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

44

Typical

Average account size

$262,818

About

Dinergy provides discretionary investment management and financial planning for individuals (including high‑net‑worth clients), families, business entities, trusts, estates and charitable organizations. The firm offers personalized portfolio management, a written financial planning service, and sponsors a managed asset program offered on a wrap‑fee basis.

Investment decisions are implemented through the Dinergy Tactical Risk & Investment Management Program using accounts custodied at Charles Schwab, with client profiles used to set allocation and risk tolerances. The firm emphasizes tactical risk and volatility management, and may allocate to unaffiliated third‑party money managers after a documented due‑diligence process.

Distinctive features disclosed in the brochure include sponsorship of a wrap‑fee program and an affiliation with an insurance agency (Dinergy Insurance Agency), where certain representatives are licensed to recommend insurance products on a commission basis and may recommend fixed or variable annuities. Dinergy also describes practices such as use of third‑party managers, solicitors for client introductions, and receipt of non‑transaction economic benefits from the custodian, all of which are documented potential conflicts and are addressed in the firm’s disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Annuities

Fee options

Percentage

Below $250,000 - $250,000: 2.00% $250,001 - $2,000,000: 1.85% $2,000,001 - $3,000,001: 1.60% $3,000,001 - $5,000,001: 1.20% Above $5,000,000+: Negotiable

Commissions

Certain representatives may recommend insurance products on a commission basis through affiliated insurance agency.

Other

Account minimum: $100,000

Main office location

Dinergy

3700 Park 42 Drive, Suite 130 A

Cincinnati OH 45241-2081, United States

Number of offices

3

Most active in

Florida · Illinois · Michigan · Ohio · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John M

Series 63, Series 65

Mount Prospect, IL

Dinergy

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously was with Horter Investment Management, LLC from 2016 to 2019. Outside of his advisory role, he serves as president and insurance agent at A. King Financial Chartered, LTD, where he focuses on life insurance sales. Dinergy provides discretionary investment management and financial planning for individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical risk and volatility management approach through its Dinergy Tactical Risk & Investment Management Program, with portfolios custodied at Charles Schwab and may include allocations to third-party money managers following due diligence.

Wealth management Annuities
user avatar

Timothy F

Series 66

Cincinnati, OH

Dinergy

Timothy Fitzharris is a financial advisor at Dinergy with 18 years of industry experience. He holds a Series 66 designation and has been with Dinergy and its affiliated entities since 2016. Prior to that, he worked at Horter Investment Management for two years. Fitzharris serves as a board member and treasurer of the Lakota Family YMCA and is involved in managing several local business ventures. Dinergy provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes tactical risk and volatility management through its Dinergy Tactical Risk & Investment Management Program and utilizes a due-diligence process when allocating to third-party money managers.

Wealth management Annuities
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