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King Dodson Financial Advisors, Inc. (Columbus)


King Dodson Financial Advisors, Inc. is a large advisory firm based in Columbus. It manages $61.33 million of regulatory assets for 712 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Ohio.

King Dodson Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

King Dodson Financial Advisors: assets under management

The assets under management (AUM) of King Dodson Financial Advisors, Inc. is $61.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay King Dodson Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Columbus

The principal office where King Dodson Financial Advisors, Inc. performs its advisory services is located at 3650 Olentangy River Road, Columbus, OH 43214, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-459-9000 or by fax 614-459-9099. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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