Andrew Matz
Oak Road Wealth Management · Lee'S Summit, Missouri
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $80.1M across 108 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7856180 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oakroadwealth.com |
How Andrew's firm compares
- Oak Road Wealth Management's average account is about $741,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Oak Road Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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