# Matthew Blades

> Matthew Blades is a fee-only financial advisor at Woodard & Company Asset Management Group in Bermuda Run, North Carolina, who holds the CFP credential. Matthew charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning and family wealth transfer.

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

## Facts

- **Firm:** Woodard & Company Asset Management Group
- **Based in:** Bermuda Run, North Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.17B across 1,832 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6638342 (https://adviserinfo.sec.gov/individual/summary/6638342)
- **SEC registration:** Investment adviser representative in CO, FL, GA, NC, SC, TX, VA
- **Exams passed:** Series 63 (2016), Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.wcamg.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Woodard & Company Asset Management Group 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 charges a percentage of assets.

### How much does Matthew charge?

According to Woodard & Company Asset Management Group's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.

### Where is Matthew Blades based?

Matthew Blades is based in Bermuda Run, North Carolina.

### What does Matthew specialize in?

Matthew's specialties include retirement planning and family wealth transfer. Matthew works with multi-generational families.

### What credentials does Matthew Blades hold?

Matthew Blades holds the CFP credential.

### Is Matthew Blades registered with the SEC?

Yes. Matthew Blades is registered as an investment adviser representative in CO, FL, GA, NC, SC, TX and VA (CRD 6638342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Woodard & Company Asset Management Group manage?

Woodard & Company Asset Management Group reports $1.17B across 1,832 accounts in assets under management.

### How do I contact Matthew Blades?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6638342): 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://wcamg.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.