Kyleshill Financial Planning
Kyleshill Financial Planning (CRD# 143604) is a financial advisory firm headquartered in Columbus, OH. They manage $11,353,095 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$103,210
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Davidson (CRD# 4765276) is an Investment Advisor Representative working at Kyleshill Financial Planning in Columbus, OH and has over 13 years of experience in the finance industry. John Davidson has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.