# Kellen Finan

> Kellen Finan is a fee-only financial advisor at Souders Financial Advisors in Cincinnati, Ohio. Souders Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kellen-finan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Souders Financial Advisors
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.41B across 3,616 accounts
- **CRD:** 8349609 (https://adviserinfo.sec.gov/individual/summary/8349609)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2026)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.scaohio.com/

## Frequently asked questions

### Is Kellen Finan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kellen 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 Kellen charge for financial advice?

Kellen's firm, Souders Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kellen Finan based?

Kellen Finan is based in Cincinnati, Ohio.

### Is Kellen Finan registered with the SEC?

Yes. Kellen Finan is registered as an investment adviser representative in OH (CRD 8349609), 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 Kellen Finan?

Through Kellen's website, www.scaohio.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8349609): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.