Ajd Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$30,000

“Fixed fee rates are a maximum of $30,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ajd Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The fee is negotiable and will be clearly listed in the Advisory Contract.”
• “We charge a recurring fixed fee up to $1,000 per month for Financial Planning services, paid monthly in advance or arrears.”

How Ajd Wealth’s fees compare

• Its hourly rate of $500 is above the Ohio median of $250. 92% of the 219 other Ohio planners that publish an hourly rate charge less.
• 21 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $30,000 is above the Ohio median of $3,250. 98% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 25 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Ajd Wealth

• Principal: Andrew Damcevski
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$24,209,366

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328624

Website

ajdwealth.com (opens in new tab)

Phone

(513) 201-7550

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000
• Dunphy Wealth Management, Inc.Cincinnati$75⁠-⁠$150/hr, $250⁠-⁠$1,850

Compare all 76 planners in Cincinnati