# Brendan Roath

> Brendan Roath is a fee-only financial advisor at Money Matters, Inc. in Minnetonka, Minnesota, who holds the CFP, EA and CPA credentials. Brendan focuses on small business owners, retirement planning and tax planning. Money Matters, Inc. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brendan-roath/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Money Matters, Inc.
- **Based in:** Minnetonka, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $24.6M across 105 accounts
- **Credentials:** CFP, EA, CPA
- **Specialties:** Small business owners, Retirement planning, Tax planning
- **CRD:** 4585481 (https://adviserinfo.sec.gov/individual/summary/4585481)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://money-matters.us

## Frequently asked questions

### Is Brendan Roath a fee-only financial advisor?

Yes. Brendan Roath is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brendan's firm.

### How does Brendan charge for financial advice?

Brendan's firm, Money Matters, Inc., reports charging a percentage of assets on its SEC Form ADV.

### Where is Brendan Roath based?

Brendan Roath is based in Minnetonka, Minnesota.

### What does Brendan specialize in?

Brendan's specialties include small business owners, retirement planning and tax planning.

### What credentials does Brendan Roath hold?

Brendan Roath holds the CFP, EA and CPA credentials.

### Is Brendan Roath registered with the SEC?

Yes. Brendan Roath is registered as an investment adviser representative in MN (CRD 4585481), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Money Matters, Inc. manage?

Money Matters, Inc. reports $24.6M across 105 accounts in assets under management.

### How do I contact Brendan Roath?

Through Brendan's website, money-matters.us.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5565): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.money-matters.us/): specialties, clients served, and fees, checked October 28, 2026

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