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CFP
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CFP

Steven Rowe

Daymark Wealth Partners, LLC
38 Years of Experience
Cincinnati, OH
3 Disclosures
View SEC Summary
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Steven Rowe is a CFP-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Cincinnati, OH, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 2,107 clients with $5B in assets under management.

Daymark Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
2,107 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$5.0B

Fee Structure

Planning is included in investment management (also available separately)

DayMark Wealth Partners offers two investment management services:

  • Asset Management: The annual fee will not exceed 1.75% of the value of your account, billed quarterly in advance. Fees are negotiable.
  • Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable. If an account is being charged a minimum account program fee because of the total market value of the account, the advisory fee charged can be higher than the stated maximum annual fee quoted above.

Clients may also incur fees charged by third-party managers if those managers are used.

View Full SEC Brochure

Location

9675 Montgomery Road, Ste 201, Cincinnati, OH, 45242

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2023
Denied
Customer Dispute
July 2003
Closed-No Action
Customer Dispute
September 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven has 100% ownership of Multi-Dimensional Wealth Management Inc. since 2021. This takes minimal time.

Employment History
Current Registrations
Daymark Wealth Partners, LLC
July 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors
June 2010 - June 2025 · 15 yrs
Wells Fargo Advisors Financial Network, LLCBroker
June 2010 - June 2025 · 15 yrs
Wells Fargo Advisors, LLC
January 2008 - June 2010 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
December 1996 - January 2008 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1996 - January 2008 · 11 yrs 1 mo
Oppenheimer & CO., INC.Broker
May 1991 - December 1996 · 5 yrs 7 mos
Lehman Brothers INC.Broker
September 1987 - May 1991 · 3 yrs 8 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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