# Matthew Barr

> Matthew Barr is a fee-only financial advisor at Wick Capital Partners in Wayne, Pennsylvania. Matthew focuses on estate & legacy planning, tax planning and family wealth transfer. Wick Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-barr/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wick Capital Partners
- **Based in:** Wayne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $929.7M across 1,179 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6520737 (https://adviserinfo.sec.gov/individual/summary/6520737)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2015), Series 65 (2016)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.wickcapitalpartners.com

## Frequently asked questions

### Is Matthew Barr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Wick Capital Partners 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, Wick Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew Barr based?

Matthew Barr is based in Wayne, Pennsylvania.

### What does Matthew specialize in?

Matthew's specialties include estate & legacy planning, tax planning and family wealth transfer.

### Is Matthew Barr registered with the SEC?

Yes. Matthew Barr is registered as an investment adviser representative in PA (CRD 6520737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wick Capital Partners manage?

Wick Capital Partners reports $929.7M across 1,179 accounts in assets under management.

### How do I contact Matthew Barr?

Through Matthew's website, www.wickcapitalpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6520737): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wickcapitalpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.