Matthew Daniel
Columbus Wealth Management · Dublin, Ohio
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.
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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 |
| Assets under management | $36.0M across 119 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6208242 |
| Exams passed | Series 63 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cbuswm.com |
| Profile |
How Matthew's firm compares
- Columbus Wealth Management's average account is about $302,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Columbus Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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