# Matthew Berti

> Matthew Berti is a fee-only financial advisor at RHP Wealth Management in Houston, Texas, who holds the CFP credential. RHP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-berti/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** RHP Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $344.8M across 643 accounts
- **Credentials:** CFP
- **CRD:** 6758981 (https://adviserinfo.sec.gov/individual/summary/6758981)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://royalharborpartners.com

## Frequently asked questions

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

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

### Where is Matthew Berti based?

Matthew Berti is based in Houston, Texas.

### What credentials does Matthew Berti hold?

Matthew Berti holds the CFP credential.

### Is Matthew Berti registered with the SEC?

Yes. Matthew Berti is registered as an investment adviser representative in TX (CRD 6758981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RHP Wealth Management manage?

RHP Wealth Management reports $344.8M across 643 accounts in assets under management.

### How do I contact Matthew Berti?

Through Matthew's website, royalharborpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6758981): 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

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