# Matt Reakus

> Matt Reakus is a fee-only financial advisor at Sound Wealth LLC in Marlton, New Jersey, who holds the CFP and EA credentials. Matt focuses on tax planning, small business owners and founders (pre-exit). Sound Wealth LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sound Wealth LLC
- **Based in:** Marlton, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $28.5M across 208 accounts
- **Credentials:** CFP, EA
- **Specialties:** Tax planning, Small business owners, Founders (pre-exit), Estate & legacy planning
- **CRD:** 6333727 (https://adviserinfo.sec.gov/individual/summary/6333727)
- **SEC registration:** Investment adviser representative in IL, NJ, PA, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://soundwealth.us

## Frequently asked questions

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

Yes. Matt Reakus 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, Sound Wealth LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matt Reakus based?

Matt Reakus is based in Marlton, New Jersey.

### What does Matt specialize in?

Matt's specialties include tax planning, small business owners, founders (pre-exit) and estate & legacy planning.

### What credentials does Matt Reakus hold?

Matt Reakus holds the CFP and EA credentials.

### Is Matt Reakus registered with the SEC?

Yes. Matt Reakus is registered as an investment adviser representative in IL, NJ, PA and TX (CRD 6333727), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sound Wealth LLC manage?

Sound Wealth LLC reports $28.5M across 208 accounts in assets under management.

### How do I contact Matt Reakus?

Through Matt's website, soundwealth.us.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/matt-reakus-55826): 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://www.soundwealth.us/): 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.