Daniel Evans
Ridgeline Wealth Planning · Centerville, Ohio
Daniel Evans is a fee-only financial advisor at Ridgeline Wealth Planning in Centerville, Ohio. Ridgeline Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ridgeline Wealth Planning |
|---|---|
| Based in | Centerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $259.6M across 1,452 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 7584869 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | ridgelinewealthplanning.com |
| Profile |
How Daniel's firm compares
- Ridgeline Wealth Planning's average account is about $179,000, from its Form ADV (assets managed divided by 1,452 accounts).
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Questions about Daniel
Is Daniel Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Ridgeline Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Ridgeline Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Evans based?
Daniel Evans is based in Centerville, Ohio.
Is Daniel Evans registered with the SEC?
Yes. Daniel Evans is registered as an investment adviser representative in OH and TX (CRD 7584869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeline Wealth Planning manage?
Ridgeline Wealth Planning reports $259.6M across 1,452 accounts in assets under management.
How do I contact Daniel Evans?
Through Daniel's website, ridgelinewealthplanning.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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