Matthew Beardwood
Westover Capital Advisors · Wilmington, Delaware
Matthew Beardwood is a fee-only financial advisor at Westover Capital Advisors in Wilmington, Delaware. Matthew focuses on tax planning, estate & legacy planning and retirement planning. Westover Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- High earners
Facts
| Firm | Westover Capital Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $652.9M across 794 accounts |
| SEC registration | Investment adviser representative in CT, DE, FL, MD, NC, NJ, PA, VA · CRD 3084318 |
| Exams passed | Series 63 (1998) · Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.westovercapital.com |
| Profile |
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Questions about Matthew
Is Matthew Beardwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Westover Capital Advisors 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, Westover Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Beardwood based?
Matthew Beardwood is based in Wilmington, Delaware.
What does Matthew specialize in?
Matthew's specialties include tax planning, estate & legacy planning and retirement planning. Matthew works with executives, founders, retirees and high earners.
Is Matthew Beardwood registered with the SEC?
Yes. Matthew Beardwood is registered as an investment adviser representative in CT, DE, FL, MD, NC, NJ, PA and VA (CRD 3084318), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westover Capital Advisors manage?
Westover Capital Advisors reports $652.9M across 794 accounts in assets under management.
How do I contact Matthew Beardwood?
Through Matthew's website, www.westovercapital.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
- Westover Capital Advisors 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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