# Matthew Daniel

> Matthew Daniel is a fee-only financial advisor at Columbus Wealth Management in Dublin, Ohio, who holds the CFA and CFP credentials. Columbus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-daniel/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Columbus Wealth Management
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.0M across 119 accounts
- **Credentials:** CFA, CFP
- **CRD:** 6208242 (https://adviserinfo.sec.gov/individual/summary/6208242)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://cbuswm.com

## Frequently asked questions

### Is Matthew Daniel a fee-only financial advisor?

Yes. Matthew Daniel is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew's firm, Columbus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Daniel based?

Matthew Daniel is based in Dublin, Ohio.

### What credentials does Matthew Daniel hold?

Matthew Daniel holds the CFA and CFP credentials.

### Is Matthew Daniel registered with the SEC?

Yes. Matthew Daniel is registered as an investment adviser representative in OH and TX (CRD 6208242), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Columbus Wealth Management manage?

Columbus Wealth Management reports $36.0M across 119 accounts in assets under management.

### How do I contact Matthew Daniel?

Through Matthew's website, cbuswm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47557): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.cbuswm.com/): specialties, clients served, and fees, checked October 28, 2026

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