Andrew Damcevski
AJD Wealth Management · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
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 | $24.2M across 239 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6189466 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ajdwealth.com |
How Andrew's firm compares
- AJD Wealth Management's average account is about $101,000, from its Form ADV (assets managed divided by 239 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- AJD Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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