John Davidson
Kyleshill Financial Planning · Columbus, Ohio
John Davidson is a fee-only financial advisor at Kyleshill Financial Planning in Columbus, Ohio, who holds the CFP credential. Kyleshill Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kyleshill Financial Planning |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $92.5M across 268 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4765276 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kyleshill.com |
| Profile |
How John's firm compares
- Kyleshill Financial Planning's average account is about $345,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about John
Is John Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kyleshill Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Kyleshill Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Davidson based?
John Davidson is based in Columbus, Ohio.
What credentials does John Davidson hold?
John Davidson holds the CFP credential.
Is John Davidson registered with the SEC?
Yes. John Davidson is registered as an investment adviser representative in OH (CRD 4765276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kyleshill Financial Planning manage?
Kyleshill Financial Planning reports $92.5M across 268 accounts in assets under management.
How do I contact John Davidson?
Through John's website, www.kyleshill.com.
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
- 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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