John Loveday
asendo wealth · Columbus, Ohio
John Loveday is a fee-only financial advisor at asendo wealth in Columbus, Ohio, who holds the CFP credential. John focuses on international & expat planning, estate & legacy planning and tax planning. asendo wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | asendo wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $866.5M across 3,609 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6792527 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.tsgadvice.com |
How John's firm compares
- asendo wealth's average account is about $240,000, from its Form ADV (assets managed divided by 3,609 accounts).
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Questions about John
Is John Loveday a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and asendo wealth 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, asendo wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Loveday based?
John Loveday is based in Columbus, Ohio.
What does John specialize in?
John's specialties include international & expat planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does John Loveday hold?
John Loveday holds the CFP credential.
Is John Loveday registered with the SEC?
Yes. John Loveday is registered as an investment adviser representative in OH (CRD 6792527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does asendo wealth manage?
asendo wealth reports $866.5M across 3,609 accounts in assets under management.
How do I contact John Loveday?
Through John's website, www.tsgadvice.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
- asendo wealth 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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