Wade Daniel
Wealthquest · Cincinnati, Ohio
Wade Daniel is a fee-only financial advisor at Wealthquest in Cincinnati, Ohio, who holds the CFP credential. Wade focuses on tax planning and estate & legacy planning. Wealthquest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealthquest |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.22B across 5,241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, OH · CRD 4348288 |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
| Profile |
How Wade's firm compares
- Wealthquest's average account is about $424,000, from its Form ADV (assets managed divided by 5,241 accounts).
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Questions about Wade
Is Wade Daniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade holds no broker registration, and Wealthquest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wade charge for financial advice?
Wade's firm, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wade Daniel based?
Wade Daniel is based in Cincinnati, Ohio.
What does Wade specialize in?
Wade's specialties include tax planning and estate & legacy planning.
What credentials does Wade Daniel hold?
Wade Daniel holds the CFP credential.
Is Wade Daniel registered with the SEC?
Yes. Wade Daniel is registered as an investment adviser representative in NH and OH (CRD 4348288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthquest manage?
Wealthquest reports $2.22B across 5,241 accounts in assets under management.
How do I contact Wade Daniel?
Through Wade's website, www.wqcorp.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
- Wealthquest 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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