Roger Southward
Southward Financial Services · Pickerington, Ohio
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).
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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 |
| Assets under management | $9.5M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4539336 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.southwardfinancial.com |
How Roger's firm compares
- The hourly rate is $120, below the US median of $300 for fee-only firms that publish prices.
- Southward Financial Services's average account is about $947,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Roger
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.
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
- Southward Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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