Matt Pruitt
Exhale Wealth Management, LLC · Minneapolis, Minnesota
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.
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Specialties
Who they serve
- Tech employees
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 | $62.0M across 199 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, MN, NY, TX · CRD 6933506 |
| Exams passed | Series 63 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | exhalewealth.com |
| Profile |
How Matt's firm compares
- Exhale Wealth Management, LLC's average account is about $312,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Matt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Other advisors in Minnesota who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Exhale Wealth Management, LLC 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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