ARD Advisory Services, LLC

Overview

ARD Advisory Services, LLC operates as an independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its advisory scope includes selecting third‑party managers for clients and running educational seminars and workshops. ARD bills through a mix of percentage‑of‑AUM, hourly, and fixed fees and describes itself as a capital allocator. The firm does not position itself as an ESG investor, is not a multi‑state adviser, and is not identified as a pension consultant or related adviser. It maintains an industry affiliation with an insurance company, which may inform parts of its product or distribution relationships.

Assets & Accounts

Investments & Alternatives