# Andrew Damcevski

> Andrew Damcevski is a fee-only financial advisor at AJD Wealth Management in Cincinnati, Ohio, who holds the CFP credential. Andrew charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/andrew-damcevski/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** AJD Wealth Management
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $24.2M across 239 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 6189466 (https://adviserinfo.sec.gov/individual/summary/6189466)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ajdwealth.com

## Frequently asked questions

### Is Andrew Damcevski a fee-only financial advisor?

Yes. Andrew Damcevski is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets.

### How much does Andrew charge?

According to AJD Wealth Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Andrew Damcevski based?

Andrew Damcevski is based in Cincinnati, Ohio.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Andrew works with pre-retirees, retirees and multi-generational families.

### What credentials does Andrew Damcevski hold?

Andrew Damcevski holds the CFP credential.

### Is Andrew Damcevski registered with the SEC?

Yes. Andrew Damcevski is registered as an investment adviser representative in OH and TX (CRD 6189466), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does AJD Wealth Management manage?

AJD Wealth Management reports $24.2M across 239 accounts in assets under management.

### How do I contact Andrew Damcevski?

Through Andrew's website, ajdwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-damcevski-85222): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.ajdwealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.