Matthew Blades
Woodard & Company Asset Management Group · Bermuda Run, North Carolina
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.
Request an introduction to Matthew →
Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $1.17B across 1,832 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, FL, GA, NC, SC, TX, VA · CRD 6638342 |
| Exams passed | Series 63 (2016) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wcamg.com |
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 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.
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
- Woodard & Company Asset Management Group 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.
See something wrong? Request a correction. Read our methodology.