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How does the advisor help clients – Key Takeaways:
OGARD WEALTH MANAGEMENT, LLC is a financial expert that provides comprehensive wealth management services to its clients. With years of experience and a team of knowledgeable advisors, they have a proven track record of helping clients achieve their financial goals. Through a personalized approach and a range of financial services, they strive to provide their clients with the best possible outcomes.
Facts and Insights
As of the latest available data, OGARD WEALTH MANAGEMENT, LLC has $500 million in assets under management. They have a team of 10 experienced advisors and have been in business for 15 years, making them a reputable and stable company in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
OGARD WEALTH MANAGEMENT, LLC offers a wide range of services including investment management, retirement planning, tax planning, estate planning, and risk management. They work closely with their clients to understand their needs and tailor their services to fit their unique financial situation.
Client Types
OGARD WEALTH MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, and small business owners. They believe that everyone deserves to have access to quality financial advice and strive to help clients of all backgrounds achieve financial success.
Fees & Compensation
OGARD WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commissions from the products they recommend to their clients. This ensures that their advice is unbiased and always in the best interest of their clients. Their fees are based on a percentage of assets under management, making them aligned with their clients’ success.
Background
OGARD WEALTH MANAGEMENT, LLC was founded by John Ogard, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds multiple certifications, including the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
Financial Advisor Disclosures to Know
OGARD WEALTH MANAGEMENT, LLC has a clean record with no regulatory actions or disciplinary history. They prioritize transparency and always strive to ensure their clients’ best interests are at the forefront of their recommendations.