Deeter Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,383,072
Clients
110
Advisors
1
of 1 employees
About
Deeter Advisory Group provides comprehensive financial planning, portfolio management, and estate and wealth planning primarily for individuals, trusts, and estates, and also works with retirement plans and charitable organizations. Services include written financial plans, implementation of investment strategies, and retirement plan consulting for pension and profit‑sharing plans.
The firm develops a Financial Profile and an Investment Plan with each client and typically implements those plans on a discretionary basis, investing in mutual funds, ETFs, individual stocks and bonds and, where appropriate, using separate account managers and model portfolios. Deeter Advisory Group generally follows a long‑term investment orientation but will execute shorter‑term trades as called for by a client’s plan, and provides ERISA‑related services ranging from non‑discretionary investment advice to discretionary 3(38) management when engaged.
Compared with similar independent advisers, the firm’s brochure discloses a combination of uncommon features: the adviser maintains insurance licenses and may place life and disability products (with disclosure of commissions), actively assists clients with charitable giving and sophisticated estate techniques (including GRATs, family limited partnerships, QPRTs and private foundations), and offers pension consulting plus participant education and enrollment services for retirement plans. Operationally, the firm documents the use of third‑party sub‑advisers and aggregation policies, and relies on custodian arrangements and reporting procedures to support fee deduction and custody safeguards.
Client services
Expertise
Fee options
Fixed fee for financial planning of $1,000 (negotiated at the time of engagement)
$0 - $1,000,000: 1.5% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Separate, customary commissions for insurance products when insurance transactions are effected by the Managing Member; no commissions charged on the same assets as management fees.
Financial planning and estate and wealth planning hourly fee of $250
Account minimum: $1,000 minimum annual fee Minimum fee: Minimum annual fee for any account is $1,000
Main office
411 Terrace Place, Suite 3
Terrace Park OH 45174
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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