Matthew Amsberry
HighPoint CPAs · Laramie, Wyoming
Matthew Amsberry is a fee-only financial advisor at HighPoint CPAs in Laramie, Wyoming, who holds the CFA credential. Matthew focuses on estate & legacy planning, tax planning and small business owners. HighPoint CPAs reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | HighPoint CPAs |
|---|---|
| Based in | Laramie, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.8M across 17 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX, WY · CRD 2895306 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.highpointcpa.com |
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Questions about Matthew
Is Matthew Amsberry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and HighPoint CPAs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, HighPoint CPAs, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Amsberry based?
Matthew Amsberry is based in Laramie, Wyoming.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning, tax planning, small business owners and retirement planning.
What credentials does Matthew Amsberry hold?
Matthew Amsberry holds the CFA credential.
Is Matthew Amsberry registered with the SEC?
Yes. Matthew Amsberry is registered as an investment adviser representative in CO, TX and WY (CRD 2895306), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HighPoint CPAs manage?
HighPoint CPAs reports $17.8M across 17 accounts in assets under management.
How do I contact Matthew Amsberry?
Through Matthew's website, www.highpointcpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- HighPoint CPAs website : specialties, clients served, and fees, checked October 30, 2026
- 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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