Yarger Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Yarger Wealth Strategies is an SEC-registered adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm reports approximately $529.7 million in discretionary assets under management for about 216 clients and offers portfolio management, standalone planning engagements, and ERISA fiduciary investment oversight for retirement plans.
The firm constructs customized portfolios primarily using ETFs, diversified mutual funds, individual equities and bonds, and may incorporate alternative investments, structured products, and REITs as appropriate; its stated approach emphasizes fundamental analysis and a primarily long-term horizon while allowing shorter-term trades for rebalancing or tactical needs. Yarger Wealth may implement strategies directly or through unaffiliated independent managers, performs ongoing due diligence, and permits clients to impose reasonable portfolio restrictions.
What distinguishes the firm from many peers is its disclosure of more active implementation tools: the ADV includes a discussion of derivatives and related risks and the firm’s disclosures indicate it may employ derivatives and use borrowing within separately managed accounts—practices that introduce additional risk and oversight considerations. The brochure also notes that some advisory personnel hold insurance licenses and the firm maintains an institutional relationship with a major custodian platform, arrangements the firm discloses as potential implementation considerations and conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning up to $15,000
0.50% to 1.25% annually based on factors such as assets under management, complexity, inclusion of financial planning services, and relationship
Account minimum: $2,500 minimum annual fee required Minimum fee: Minimum annual fee of $2,500 Fee-only: Fixed fees for standalone financial planning engagements up to $15,000, negotiable based on complexity
Main office
140 Dorchester Square S., Suite B
Westerville OH 43081
Advisors at this office
4
Most active in
Florida · Louisiana · Nebraska · North Carolina · Ohio · Texas · Virginia
Also doing business as
Yarger Wealth Management · Yarger Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Timothy S
Series 63, Series 65
Westerville, OH
Yarger Wealth Strategies, LLC
Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.
Naomi R
Series 63, Series 65
Westerville, OH
Yarger Wealth Strategies, LLC
Naomi Roberts is a financial advisor at Yarger Wealth Strategies, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Yarger Wealth Strategies in 2020, she worked at Raymond James Financial Services Advisors Inc. from 2014 to 2020. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, emphasizing customized portfolios constructed with ETFs, mutual funds, equities, bonds, and, when appropriate, alternative investments.
Theodore W
CFP®, CFA®, Series 63
Westerville, OH
Yarger Wealth Strategies, LLC
Theodore Winders is a CFP® and CFA® with 15 years of experience in financial advisory. He is currently with Yarger Wealth Strategies, LLC, joining the firm in 2023 after seven years at J.P. Morgan Institutional Investments Inc. Yarger Wealth Strategies is an SEC-registered advisory firm serving high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and retirement-plan advisory services, utilizing a customized investment approach that includes ETFs, mutual funds, equities, bonds, and alternative investments.
Jonathan Y
Series 63, Series 65
Westerville, OH
Yarger Wealth Strategies, LLC
Jonathan Yarger is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2020, he worked at Raymond James Financial and Raymond James Financial Services for over a decade. Outside of his advisory role, he is involved in real estate investment and management through entities such as JY Capital, LLC and CheeLIe LLC. Yarger Wealth Strategies is an SEC-registered firm providing discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs, mutual funds, individual equities and bonds, and incorporates alternative investments as appropriate, with an emphasis on fundamental analysis and a primarily long-term investment horizon.
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