Matt Myers
Bagby Wealth Management · Dexter, Missouri
Matt Myers is a fee-only financial advisor at Bagby Wealth Management in Dexter, Missouri. Bagby Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bagby Wealth Management |
|---|---|
| Based in | Dexter, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $46.7M across 259 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7986598 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bagbywealth.com |
How Matt's firm compares
- Bagby Wealth Management's average account is about $180,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Matt
Is Matt Myers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matt holds no broker registration, and Bagby Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matt charge for financial advice?
Matt's firm, Bagby Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matt Myers based?
Matt Myers is based in Dexter, Missouri.
Is Matt Myers registered with the SEC?
Yes. Matt Myers is registered as an investment adviser representative in MO (CRD 7986598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bagby Wealth Management manage?
Bagby Wealth Management reports $46.7M across 259 accounts in assets under management.
How do I contact Matt Myers?
Through Matt's website, www.bagbywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
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
- 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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