Brendan Roath
Money Matters, Inc. · Minnetonka, Minnesota
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.
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Specialties
Facts
| Firm | Money Matters, Inc. |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.6M across 105 accounts |
| Credentials | CFP · EA · CPA |
| SEC registration | Investment adviser representative in MN · CRD 4585481 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | money-matters.us |
How Brendan's firm compares
- Money Matters, Inc.'s average account is about $234,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Brendan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
Other advisors in Minnesota who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Money Matters, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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