# Andrew Matz

> Andrew Matz is a fee-only financial advisor at Oak Road Wealth Management in Lee'S Summit, Missouri. Andrew focuses on retirement planning. Oak Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-matz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Oak Road Wealth Management
- **Based in:** Lee'S Summit, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $80.1M across 108 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7856180 (https://adviserinfo.sec.gov/individual/summary/7856180)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.oakroadwealth.com

## Frequently asked questions

### Is Andrew Matz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Oak Road Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Oak Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Matz based?

Andrew Matz is based in Lee'S Summit, Missouri.

### What does Andrew specialize in?

Andrew's specialties include retirement planning. Andrew works with retirees and pre-retirees.

### Is Andrew Matz registered with the SEC?

Yes. Andrew Matz is registered as an investment adviser representative in MO (CRD 7856180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Road Wealth Management manage?

Oak Road Wealth Management reports $80.1M across 108 accounts in assets under management.

### How do I contact Andrew Matz?

Through Andrew's website, www.oakroadwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7856180): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oakroadwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.