Overview

Headquarters
Westerville, OH
Total Firm Assets
$530 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: YARGER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-08-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.50% – 1.25%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $62,500 1.25%
$10 million $125,000 1.25%
$50 million $625,000 1.25%
$100 million $1,250,000 1.25%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
95.53%
Number of High-Net-Worth Clients
152
Total Client Accounts
753
Discretionary Accounts
753

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
310207
  • YARGER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2026-08-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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