David Sleeter
Ruggaard & Associates · Hudson, Ohio
David Sleeter is a fee-only financial advisor at Ruggaard & Associates in Hudson, Ohio, who holds the CFA credential. David focuses on tax planning and estate & legacy planning. Ruggaard & Associates reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Ruggaard & Associates |
|---|---|
| Based in | Hudson, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $368.6M across 998 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, OH, TX · CRD 6196325 |
| Exams passed | Series 66 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ruggaard.net |
How David's firm compares
- Ruggaard & Associates's average account is about $369,000, from its Form ADV (assets managed divided by 998 accounts).
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Questions about David
Is David Sleeter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Ruggaard & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Ruggaard & Associates, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is David Sleeter based?
David Sleeter is based in Hudson, Ohio.
What does David specialize in?
David's specialties include tax planning and estate & legacy planning.
What credentials does David Sleeter hold?
David Sleeter holds the CFA credential.
Is David Sleeter registered with the SEC?
Yes. David Sleeter is registered as an investment adviser representative in IL, OH and TX (CRD 6196325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ruggaard & Associates manage?
Ruggaard & Associates reports $368.6M across 998 accounts in assets under management.
How do I contact David Sleeter?
Through David's website, www.ruggaard.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ruggaard & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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