Matt Reakus
Sound Wealth LLC · Marlton, New Jersey
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.
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Specialties
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 | $28.5M across 208 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in IL, NJ, PA, TX · CRD 6333727 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | soundwealth.us |
| Profile |
How Matt's firm compares
- Sound Wealth LLC's average account is about $137,000, from its Form ADV (assets managed divided by 208 accounts).
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Questions about Matt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Marlton
Other advisors in New Jersey who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sound Wealth 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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