# Roger Southward

> Roger Southward is a fee-only financial advisor at Southward Financial Services in Pickerington, Ohio, who holds the CFP credential. Roger charges hourly fees, an ongoing planning fee and a percentage of assets ($120 an hour and no asset minimum).

Page: https://find.wellspent.co/advisors/roger-southward/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Southward Financial Services
- **Based in:** Pickerington, Ohio
- **Fee model:** Hourly; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** $120 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $9.5M across 10 accounts
- **Credentials:** CFP
- **CRD:** 4539336 (https://adviserinfo.sec.gov/individual/summary/4539336)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.southwardfinancial.com

## Frequently asked questions

### Is Roger Southward a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Southward Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roger charge for financial advice?

Roger charges hourly fees, an ongoing planning fee and a percentage of assets.

### How much does Roger charge?

According to Southward Financial Services's website, checked October 30, 2026: $120 an hour; no asset minimum.

### Where is Roger Southward based?

Roger Southward is based in Pickerington, Ohio.

### What credentials does Roger Southward hold?

Roger Southward holds the CFP credential.

### Is Roger Southward registered with the SEC?

Yes. Roger Southward is registered as an investment adviser representative in OH (CRD 4539336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southward Financial Services manage?

Southward Financial Services reports $9.5M across 10 accounts in assets under management.

### How do I contact Roger Southward?

Through Roger's website, www.southwardfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4539336): 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
- The firm's website (https://www.southwardfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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