Matthew Barnard
Maplewood Wealth LLC · Arlington Heights, Illinois
Matthew Barnard is a fee-only financial advisor at Maplewood Wealth LLC in Arlington Heights, Illinois, who holds the CFP and EA credentials. Maplewood Wealth LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Maplewood Wealth LLC |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.5M across 26 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in IL · CRD 6160900 |
| Exams passed | Series 63 (2013) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Matthew's firm compares
- Maplewood Wealth LLC's average account is about $136,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Matthew
Is Matthew Barnard a fee-only financial advisor?
Yes. Matthew Barnard 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 Matthew's firm.
How does Matthew charge for financial advice?
Matthew's firm, Maplewood Wealth LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Barnard based?
Matthew Barnard is based in Arlington Heights, Illinois.
What credentials does Matthew Barnard hold?
Matthew Barnard holds the CFP and EA credentials.
Is Matthew Barnard registered with the SEC?
Yes. Matthew Barnard is registered as an investment adviser representative in IL (CRD 6160900), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Maplewood Wealth LLC manage?
Maplewood Wealth LLC reports $3.5M across 26 accounts in assets under management.
How do I contact Matthew Barnard?
Contact details aren't on file yet. Search for Maplewood Wealth LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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