Matthew Berning
Souders Financial Advisors · Cincinnati, Ohio
Matthew Berning 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.
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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 |
| SEC registration | Investment adviser representative in OH · CRD 6509848 |
| Exams passed | Series 63 (2015) · Series 66 (2017) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.scaohio.com |
How Matthew'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 Matthew
Is Matthew Berning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Souders Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Berning based?
Matthew Berning is based in Cincinnati, Ohio.
Is Matthew Berning registered with the SEC?
Yes. Matthew Berning is registered as an investment adviser representative in OH (CRD 6509848), 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 Matthew Berning?
Through Matthew'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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