JOHN E. SESTINA AND COMPANY
SEC RegisteredFee-Only Financial Planning for Your Peace of Mind
About the firm
John E. Sestina and Company® is one of the nation's first Fee-Only financial planning firms, founded in 1965 and headquartered in Columbus, Ohio. With nearly 60 years of experience, the firm guides individuals, families, and business owners across the country using its proprietary 'Managing to Be Wealthy™' process. The firm offers unbiased, commission-free financial planning built on objectivity, transparency, and client-focused advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-Service Financial Planning covering retirement planning, tax strategies, cash flow, debt management, estate planning, and insurance analysis; and Individual Portfolio Management including customized investment strategies, ongoing monitoring, and portfolio rebalancing.
Who they serve
Individuals, families, and business owners across the country, from new college graduates to wealthy individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 629 | $221M |
| High Net Worth Individuals | 179 | $523M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
170 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JOHN E. SESTINA AND COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.