Anthony Matteo
Sagevest Wealth Management · Mclean, Virginia
Anthony Matteo is a fee-only financial advisor at Sagevest Wealth Management in Mclean, Virginia, who holds the CFP credential. Sagevest Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sagevest Wealth Management |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $423.2M across 475 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6809446 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.kidsfinancialeducation.com |
How Anthony's firm compares
- Sagevest Wealth Management's average account is about $891,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Anthony
Is Anthony Matteo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Sagevest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Sagevest Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Anthony Matteo based?
Anthony Matteo is based in Mclean, Virginia.
What credentials does Anthony Matteo hold?
Anthony Matteo holds the CFP credential.
Is Anthony Matteo registered with the SEC?
Yes. Anthony Matteo is registered as an investment adviser representative in VA (CRD 6809446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagevest Wealth Management manage?
Sagevest Wealth Management reports $423.2M across 475 accounts in assets under management.
How do I contact Anthony Matteo?
Through Anthony's website, www.kidsfinancialeducation.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
- 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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