# Matt Pruitt

> Matt Pruitt is a fee-only financial advisor at Exhale Wealth Management, LLC in Minneapolis, Minnesota, who holds the CFP and CFA credentials. Matt focuses on equity compensation, retirement planning and estate & legacy planning. Exhale Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matt-pruitt/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Exhale Wealth Management, LLC
- **Based in:** Minneapolis, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $62.0M across 199 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Retirement planning, Estate & legacy planning
- **Works with:** Tech employees
- **CRD:** 6933506 (https://adviserinfo.sec.gov/individual/summary/6933506)
- **SEC registration:** Investment adviser representative in CA, MN, NY, TX
- **Exams passed:** Series 63 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://exhalewealth.com

## Frequently asked questions

### Is Matt Pruitt a fee-only financial advisor?

Yes. Matt Pruitt 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's firm, Exhale Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matt Pruitt based?

Matt Pruitt is based in Minneapolis, Minnesota.

### What does Matt specialize in?

Matt's specialties include equity compensation, retirement planning and estate & legacy planning. Matt works with tech employees.

### What credentials does Matt Pruitt hold?

Matt Pruitt holds the CFP and CFA credentials.

### Is Matt Pruitt registered with the SEC?

Yes. Matt Pruitt is registered as an investment adviser representative in CA, MN, NY and TX (CRD 6933506), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Exhale Wealth Management, LLC manage?

Exhale Wealth Management, LLC reports $62.0M across 199 accounts in assets under management.

### How do I contact Matt Pruitt?

Through Matt's website, exhalewealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matt-pruitt-11322): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://exhalewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.