Matthews Wealth Management LLC fees
Financial planner in Greenville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Matthews Wealth Management LLC (Greenville, SC) charges up to $250 an hour and a flat or project fee of up to $10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the South Carolina median of $266.
“Hourly engagements are at an hourly rate of up to $250 per hour.”
- Flat or project fee
- Up to $10,000
Can go up to $10,000; the South Carolina median is $2,750.
“A Client may also be offered a fixed engagement fee of up to $10,000 based on the expected duration and complexity of the services to be provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2018 (8 years)
How Matthews Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Adviser.”
- “Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
About Matthews Wealth Management LLC
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 88
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $39.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 291443 (opens in new tab)
- Phone
- (864) 527-5982
Registered in 2 states: North Carolina, South Carolina
Other planners in Greenville that publish fees
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- First There FinancialGreenvilleFlat from $2,500
- Insight Tax & Finance LLCGreenvilleHourly $300/hr
- Intelligent InvestingGreenvilleHourly $250/hr, Flat $500-$5,000
- Southeast Financial AdvisorsGreenvilleHourly up to $350/hr
- Wolff FinancialGreenvilleFlat $500-$5,000, Annual $2,000-$25,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.