Firm
Southward Financial Services
Pickerington, Ohio
Fee-only
Southward Financial Services at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 10 individual clients.
- Its average account is about $947,000 (assets it manages divided by its 10 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Pickerington, Ohio |
|---|---|
| Website | southwardfinancial.com |
| [email protected] | |
| Phone | (614) 864-0759 |
Southward Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $120 an hour |
|---|---|
| Account minimum | None |
| How it charges | Hourly · Ongoing planning fee · Percentage of assets |
In the firm's words
"Our current rate is $120 per hour." source
"we do not require a minimum portfolio or income level to work with a client" source
"For those who seek a limited engagement, we offer planning on an hourly rate." source
"we offer an annual retainer fee or a fee based on the size of your investment portfolio" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 24, 2026 |
| SEC record | CRD 119849 |