Firm
Ruggaard & Associates
Hudson, Ohio
Fee-only
Ruggaard & Associates at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 10 employees and 314 individual clients, 105 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 998 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Hudson, Ohio |
|---|---|
| Website | ruggaard.net |
| [email protected] | |
| Phone | (330) 487-5888 |
Ruggaard & Associates fees
Ruggaard & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $369 million |
| Individual clients | 209 |
| High-net-worth clients | 105 |
| Accounts managed | 998 |
| Employees | 10 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-43618) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 107489 |