Ronda Koehler
Ronda Koehler is a CFP-designated registered investment advisor at Ritter Daniher Financial Advisory LLC, based in Cincinnati, OH, with 22 years of industry experience. Ronda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 423 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain assets may be carved out from the fee calculation if they are valued at over $100,000 and are at least 10% of client's assets under management.
Fee Estimator
Contact
Ronda Koehler
Location
7661 Beechmont Avenue, Suite 200, Cincinnati, OH, 45255
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ritter Daniher Financial Advisory LLC
Previous Registrations
Ritter Daniher Financial Advisory LLC
Ritter Daniher Financial Advisory, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams