John E. Sestina and Company logo

John E. Sestina and Company

Updated today

Client assets under management

$743,960,329

Clients

808

22% high-net worth

Advisors

8

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

101

High

Average account size

$920,743

About

John E. Sestina and Company provides advisory services to individual and high-net-worth clients, offering comprehensive financial planning, individual portfolio management, and retirement-plan consulting. The firm also provides education-focused workshops and seminars at no cost to attendees and delivers ongoing account supervision and plan-level services.

The firm builds portfolios using modern portfolio theory and a long-term trading approach, creating individual investment policies through client interviews and model portfolios with typically quarterly reviews; management can be discretionary or non-discretionary depending on the client agreement. Recommendations generally emphasize mutual funds and related instruments, and the firm supplements its research and portfolio feedback with artificial intelligence tools while disclosing the limits and risks associated with AI-generated outputs.

Noteworthy elements include a team-based ownership structure in which multiple owner-members work full time as financial planners and the size of its business—about $744 million in discretionary AUM plus roughly $1.12 billion in assets under advisement. Compared with many peers, the firm’s free public seminars and its provision of 3(21) ERISA advisory services for retirement plans stand out, as does its stated practice of not aggregating (block) trades for multiple client accounts.

Client services

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

Expertise

Business ownership considerations Annuities Real estate investing

Fee options

Percentage

$0.00 - $500,000.00: $500,000.01 - $1,000,000.00: $1,000,000.01 - $1,500,000.00: $1,500,000.01 - $2,000,000.00: $2,000,000.01 - $2,500,000.00: $2,500,000.01 - $3,000,000.00: $3,000,000.01 - $3,500,000.00: $3,500,000.01 - $4,000,000.00: $4,000,000.01 - $4,500,000.00: $4,500,000.01 - $5,000,000.00: $5,000,000.01 - $6,000,000.00: $6,000,000.01 - $7,000,000.00: $7,000,000.01 - $8,000,000.00: $8,000,000.01 - $9,000,000.00: $9,000,000.01 - $10,000,000.00: $10,000,000.01+: Negotiable

Other

Account minimum: $100,000 Minimum fee: Minimum annual fees ranging from $4,000 to $45,000 based on net worth tiers; fees are negotiable above $10,000,000 Fee-only: Full Service Financial Planning fees based on net worth schedule; fees are negotiable and may be waived in some cases

Main office location

John E. Sestina and Company

1161 Bethel Road, Suite 201

Columbus OH 43220, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

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

Anthony P

CFP®

Columbus, OH

John E. Sestina and Company

Anthony Payne is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2016. The firm serves individual and high-net-worth clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. John E. Sestina and Company employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, following a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Robert Aaron H

CFP®

Columbus, OH

John E. Sestina and Company

Robert Aaron Hammack is a CFP® professional with seven years of industry experience, currently serving at John E. Sestina and Company since 2014. He is based in Columbus, OH, and has been with the firm in various capacities since that time. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Stephen L

CFP®

Columbus, OH

John E. Sestina and Company

Stephen Lukan is a CFP® professional with nine years of industry experience, currently affiliated with John E. Sestina and Company in Columbus, OH. He has been with the firm since 2016. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team of 12 professionals and manages approximately $634 million in discretionary assets, using a long-term, diversified investment approach grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Spencer H

CFP®

Columbus, OH

John E. Sestina and Company

Spencer Hagar is a CFP® professional with five years of industry experience, currently serving as a financial advisor at John E. Sestina and Company since 2017. Prior to his advisory role, he worked at Target from 2014 to 2019. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment strategy grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Craig C

CFP®

Columbus, OH

John E. Sestina and Company

Craig Constantinovich is a CFP® professional with nine years of experience in financial advising. He has been with John E. Sestina and Company since 2013. The firm serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and retirement plan consulting through a multi-advisor team. Their investment approach is based on modern portfolio theory and a diversified, long-term strategy, incorporating mutual funds, ETFs, and alternative asset classes when appropriate.

Business ownership considerations Annuities Real estate investing
user avatar

Kimberly W

CFP®

Strongsville, OH

John E. Sestina and Company

Kimberly Wirtz is a CFP® with nine years of industry experience, currently serving at John E. Sestina and Company. She has been affiliated with the firm and its related entity MTBW, LLC since 2005. Outside of her advisory role, she coaches junior varsity girls' golf for the Strongsville City School District. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and utilizes a long-term, diversified investment process grounded in modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Cameron U

CFP®

Columbus, OH

John E. Sestina and Company

Cameron Uttley is a CFP® professional with five years at John E. Sestina and Company and a total of two years of industry experience. His prior roles include positions at Retirement Strategies LTD and Mount Vernon Nazarene University. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team and follows a long-term, diversified investment approach based on modern portfolio theory.

Business ownership considerations Annuities Real estate investing
user avatar

Tyler C

CFP®

Columbus, OH

John E. Sestina and Company

Tyler Cook is a CFP® professional with nine years of industry experience, currently serving at John E. Sestina and Company since 2016. He is based in Columbus, OH, and has been associated with the firm, in various capacities, since 2004. John E. Sestina and Company serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a multi-advisor team approach and follows a long-term, diversified investment strategy primarily using mutual funds and ETFs, along with other asset classes when appropriate.

Business ownership considerations Annuities Real estate investing
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