Matt Garasic
Unrivaled Wealth Management · Salem, Ohio
Matt Garasic is a fee-only financial advisor at Unrivaled Wealth Management in Salem, Ohio, who holds the CFP credential. Matt charges a percentage of assets (0.9% a year on the first tier of assets managed and typically works with clients with $3,000,000 or more) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- Executives
Facts
| Firm | Unrivaled Wealth Management |
|---|---|
| Based in | Salem, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed · Typically works with clients with $3,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $11.9M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6573838 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | unrivaledwm.com |
| Profile |
How Matt's firm compares
- Unrivaled Wealth Management's average account is about $341,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Matt
Is Matt Garasic a fee-only financial advisor?
Yes. Matt Garasic is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.
How does Matt charge for financial advice?
Matt charges a percentage of assets.
How much does Matt charge?
According to Unrivaled Wealth Management's website, checked October 28, 2026: 0.9% a year on the first tier of assets managed; typically works with clients with $3,000,000 or more.
Where is Matt Garasic based?
Matt Garasic is based in Salem, Ohio.
What does Matt specialize in?
Matt's specialties include equity compensation, tax planning and estate & legacy planning. Matt works with tech employees and executives.
What credentials does Matt Garasic hold?
Matt Garasic holds the CFP credential.
Is Matt Garasic registered with the SEC?
Yes. Matt Garasic is registered as an investment adviser representative in OH and TX (CRD 6573838), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Unrivaled Wealth Management manage?
Unrivaled Wealth Management reports $11.9M across 35 accounts in assets under management.
How do I contact Matt Garasic?
Through Matt's website, unrivaledwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Unrivaled Wealth Management 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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