Daniel Souders
Souders Financial Advisors · Cincinnati, Ohio
Daniel Souders is a fee-only financial advisor at Souders Financial Advisors in Cincinnati, Ohio, who holds the CFP credential. Souders Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Souders Financial Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.41B across 3,616 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1999479 |
| Exams passed | Series 63 (1992) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.scaohio.com |
How Daniel's firm compares
- Souders Financial Advisors's average account is about $390,000, from its Form ADV (assets managed divided by 3,616 accounts).
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Questions about Daniel
Is Daniel Souders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Souders Financial Advisors 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, Souders Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Souders based?
Daniel Souders is based in Cincinnati, Ohio.
What credentials does Daniel Souders hold?
Daniel Souders holds the CFP credential.
Is Daniel Souders registered with the SEC?
Yes. Daniel Souders is registered as an investment adviser representative in OH (CRD 1999479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Souders Financial Advisors manage?
Souders Financial Advisors reports $1.41B across 3,616 accounts in assets under management.
How do I contact Daniel Souders?
Through Daniel's website, www.scaohio.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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