Joseph Rodriguez
Matriarch Wealth Management · New York, New York
Joseph Rodriguez is a fee-only financial advisor at Matriarch Wealth Management in New York, New York, who holds the CFP credential. Joseph focuses on founders (pre-exit), tax planning and family wealth transfer. Matriarch 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
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Matriarch Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $267.3M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6340564 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.matriarchwm.com |
| Profile |
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Questions about Joseph
Is Joseph Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Matriarch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Matriarch Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Rodriguez based?
Joseph Rodriguez is based in New York, New York.
What does Joseph specialize in?
Joseph's specialties include founders (pre-exit), tax planning, family wealth transfer, estate & legacy planning and retirement with concentrated positions. Joseph works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Joseph Rodriguez hold?
Joseph Rodriguez holds the CFP credential.
Is Joseph Rodriguez registered with the SEC?
Yes. Joseph Rodriguez is registered as an investment adviser representative in NY (CRD 6340564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Matriarch Wealth Management manage?
Matriarch Wealth Management reports $267.3M across 300 accounts in assets under management.
How do I contact Joseph Rodriguez?
Through Joseph's website, www.matriarchwm.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
- Matriarch 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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