Everhart Financial Group Inc is a large advisory firm based in Dublin. It manages $447.73 million of regulatory assets for 2,338 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.
Everhart Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Everhart Financial Group Inc is $447.73 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Everhart Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Everhart Financial Group is individuals with 1,497 clients and $261.87 million of assets under management. Among the 8 most similar advisory firms, Everhart Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $447.73 million for 1,962 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Everhart Financial Group doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Everhart Financial Group Inc is owned by Brian J Hanna. Steven Reinsel joined the executive team most recently as the Chief Compliance Officer.
The principal office where Everhart Financial Group Inc performs its advisory services is located at 535 Metro Place South, Dublin, OH 43017, which is also the mailing address of the firm. An additional office of the firm is in Miamisburg, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-717-9705 or by fax 614-717-9725. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at everhartadvisors.com.