SOUDERS FINANCIAL ADVISORS, LLC

5968 Bridgetown Road
Cincinnati, Ohio 45248
Tel: 513-598-2400

About SOUDERS FINANCIAL ADVISORS, LLC

SOUDERS FINANCIAL ADVISORS, LLC, formally registered with the SEC as SOUDERS FINANCIAL ADVISORS, LLC. The firm was established in 05/21/2018. They have over 7 offices throughout the country.

SOUDERS FINANCIAL ADVISORS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $889,941,825 assets under management, offering retirement planning & investment advisory services to 3050 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296780
SEC#	801-113263
Assets Managed by Firm	$889,941,825
No. of Clients	3050
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3050	$889,941,825
Individuals (other than high net worth individuals)	980	$293,278,298
High net worth individuals	227	$407,475,933
Pension and profit sharing plans	79	$186,189,977
Charitable organizations	3	$522,818
Corporations or other businesses	4	$2,474,799

More Retirement Planning firms in Cincinnati, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Cincinnati, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.