Updated May 08, 2024
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AJD Wealth

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$7.4M
Years in business1+

About AJD Wealth

AJD Wealth Management is a fee-only advisory firm specializing in personalized financial planning and investment management for pre-retirees and retirees. Led by a CERTIFIED FINANCIAL PLANNER™ Professional with over a decade of industry experience, the firm offers accessible communication and a low client-to-advisor ratio, ensuring tailored attention to individual needs. AJD Wealth distinguishes itself through its commitment to client education, empowering individuals to navigate their financial journey with confidence. Operating as a fiduciary, the firm prioritizes clients' best interests and avoids conflicts of interest by eschewing product sales and commissions. With a focus on building collaborative relationships, AJD Wealth aims to deliver boutique-level service, guiding clients towards their financial goals with transparency and integrity.

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Monthly Fee
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Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Investment Management
  3. Estate Planning
  4. Insurance Planning
  5. Tax Planning
  6. Money Management
  7. Lifestyle Planning
  8. Proactive Financial Planning

More about AJD Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3286241

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than AJD Wealth.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings