Deeter Advisory Group, LLC

Deeter Advisory Group, LLC (CRD# 153818) is a financial advisory firm headquartered in Terrace Park, OH. They manage $37,706,407 in 310 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $121,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Deeter Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua D. Deeter, CFP® AIF®
CRD#: 4569370
Cincinnati, OH 45174
103
Wealthminder
score

Josh Deeter is CEO and Owner of the Deeter Advisory Group, LLC in Cincinnati, OH and has 15 years of experience in the finance industry. Joshua Deeter has taken additional exams to become a

 

A little background on Josh:

After graduating from Elon University in North Carolina, Josh lived in Atlanta working for the financial company, Advantage Capital, thus beginning his career in the financial industry.

 

In 2004 he moved to Cincinnati to begin working with his Father's company, Deeter & Bodnar Advisors. Shortly after his Father passed away in 2008, Josh started the Deeter Advisory Group.

 

In 2008 he received his Diploma from Xavier University in Financial Planning. Josh then went on to complete the Certified Financial Planning (CFP®) certificate. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.  He also carries an Accredited Investment Fiduciary (AIF®), specializing in fiduciary liability and responsibility.  The CFP® and AIF® marks further allow Josh to customize portfolios and personalize financial plans by making unbiased recommendations that truly are unique to each client. Along with working with individuals he consults on defined contribution and defined benefit plans. As part of financial planning, he works with individuals assessing risk management and college savings plans, too.

 

Josh sits on on the mentoring board for Cincinnati based Professional Leadership Network (PLN). PLN works directly with the Dan Beard Boy Scout Council.

 

Josh is driven by his faith and is deeply involved in his Church, Horizon Community Church based in Newton, OH .  Josh also works closely with The Heart of the Outdoors which works with individuals to pursue their faith through a passion for the outdoors.  Another organization close to Josh's heart is The Aruna Project, which battles sex slavery in India

 

Josh lives in Terrace Park (suburb of Cincinnati) with his wife Betsy and three children Bo, Nellie and Emma.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.