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Tony Pritchett

Advisor at ARD Advisory Services, LLC

Updated today

Location

Dublin, OH 43016

Credentials

ChFC®, Series 63

Industry experience

19 years

About

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.

Client services

Based on ARD Advisory Services, LLC

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

Expertise

Based on ARD Advisory Services, LLC

Wealth management Annuities Business exit / sale strategy

Occupation focus

Based on ARD Advisory Services, LLC

Founder/Business Owner Executive

Demographic focus

Based on ARD Advisory Services, LLC

HENRY (High Earners, Not Rich Yet)

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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

Location

7263 Sawmill Rd., Ste 150

Dublin, OH 43016

Most active in

Ohio

Work history

ARD Advisory Services, LLC

2025 - Present (1 year)

WELLth Advisory Services, LLC

2024 - 2025 (1 year)

LPL Financial

2023 - 2025 (2 years)

Global Retirement Partners, LLC

2023 - 2024 (1 year)

Oneamerica Securities

2014 - 2023 (9 years)

American United LIfe

2014 - 2023 (9 years)

Disclosures

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

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

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Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

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Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Retired Baby Boomers (Born 1946-1964) Approaching retirement

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Series 65

Worthington, OH

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Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
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Columbus, OH

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Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

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Passive / index investing Active portfolio management
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