Daniel Souders
Daniel Souders is a CFP-designated registered investment advisor at Souders Financial Advisors, LLC, based in Cincinnati, OH, with 36 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,351 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.3M | 0.80% |
| $1.3M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
All fees are subject to negotiation. Client accounts may be aggregated for fee arrangement purposes in order to achieve breakpoints.
Fee Estimator
Location
5968 Bridgetown Road, Cincinnati, OH, 45248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the President and an advisor at Souders Financial Advisors LLC, focusing on financial planning, advisory, and asset management, dedicating nearly full-time hours. He is also the President of Souders Financial Group Inc., a fixed insurance product sales and service company, spending about 10-20% of his time there.
Employment History
Current Registrations
Souders Financial Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Pml Securities CompanyBroker
State Registrations1 state
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
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