Anderson Financial Strategies, LLC

Retirement Planning Firm in Dayton, OH

Firm Info
Address: 2500, Stratacache Tower, Suite 2500, Dayton, OH 45423, USA
Phone: (855) 237-4545

Firm Size
Assets Under Management: $179.9 million
# of Advisors: 3
# of Clients: 391
Client to Advisor Ratio: 130:1
Average Account Size: $460,021
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Anderson Financial Strategies, LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

ANDERSON FINANCIAL STRATEGIES, LLC provides financial planning and wealth management services to a diverse clientele. The firm serves individuals seeking personalized investment advice, high net worth individuals with complex financial needs, and pension or profit sharing plans requiring guidance with plan design and management. Charitable organizations also benefit from the firm’s expertise in asset management and planned giving strategies. In addition, businesses of various types can take advantage of ANDERSON FINANCIAL STRATEGIES, LLC’s services, such as those going through mergers and acquisitions or those in need of succession planning. ANDERSON FINANCIAL STRATEGIES, LLC offers several fee structures to meet the diverse needs of its clients. For those seeking ongoing asset management services, the firm charges a percentage of assets under management (AUM). Alternatively, clients may opt for hourly fees for one-time consultations, or fixed fees for comprehensive planning services. This flexible approach ensures that clients can choose a fee structure that matches their specific needs and budget. In addition, the firm strives to remain transparent about fees, ensuring that clients fully understand what they are paying for and why. With these various options, clients can rest assured that they will receive exceptional financial planning services tailored to their unique situation.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Anderson Financial Strategies, LLC does not mention anything about an investment minimum. Therefore, it is unclear what the minimum amount of investment required by the firm is. Potential clients should contact Anderson Financial Strategies directly to inquire about their investment minimums and other relevant information.

How This Office Can Help Dayton, OH Residents

As a Private Wealth Advisor at Ameriprise Financial Services, Jodi K Miller Hammes offers clients in Preston, MN personalized financial planning and investment strategies. Her goal is to help individuals and families achieve their financial goals by understanding their unique needs and creating customized plans to meet them. Clients in Preston, MN may face a range of financial situations, from planning for retirement to saving for college tuition or managing wealth after a significant life event such as divorce or inheritance. Jodi K Miller Hammes works with clients to assess their current financial status, identify their goals and priorities, and develop a comprehensive financial plan tailored to their specific needs. She offers guidance on investment strategies, risk management, cash flow planning, and tax-efficient planning, among other services, to help clients maximize their wealth and achieve financial security for themselves and their families.


Services Offered by Anderson Financial Strategies, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Anderson Financial Strategies, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2500, Stratacache Tower, Suite 2500, Dayton, OH 45423, USA
Phone (855) 237-4545
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Anderson Financial Strategies, LLC is registered to service clients in the following states:

  • Ohio
  • Texas

Disciplinary History

Anderson Financial Strategies, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs