Matthew Berti
RHP Wealth Management · Houston, Texas
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.
Request an introduction to Matthew →
Facts
| Firm | RHP Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $344.8M across 643 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6758981 |
| Exams passed | Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | royalharborpartners.com |
How Matthew's firm compares
- RHP Wealth Management's average account is about $536,000, from its Form ADV (assets managed divided by 643 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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.
See something wrong? Request a correction. Read our methodology.