Kevin Matthews
WealthMore · Philadelphia, Pennsylvania
Kevin Matthews is a fee-only financial advisor at WealthMore in Philadelphia, Pennsylvania. Kevin charges an ongoing planning fee (ongoing planning from $499 a year).
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Facts
| Firm | WealthMore |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $499 a year |
| Accepting new clients | Not currently |
| Assets under management | $100K across 89 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6351265 |
| Exams passed | Series 65 (2025) · Series 66 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.joinwealthmore.com |
How Kevin's firm compares
- Ongoing planning starts at $499 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
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Questions about Kevin
Is Kevin Matthews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and WealthMore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin charges an ongoing planning fee.
How much does Kevin charge?
According to WealthMore's website, checked October 30, 2026: ongoing planning from $499 a year.
Where is Kevin Matthews based?
Kevin Matthews is based in Philadelphia, Pennsylvania.
Is Kevin Matthews registered with the SEC?
Yes. Kevin Matthews is registered as an investment adviser representative in NC (CRD 6351265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthMore manage?
WealthMore reports $100K across 89 accounts in assets under management.
How do I contact Kevin Matthews?
Through Kevin's website, www.joinwealthmore.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
- WealthMore 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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