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Advisor

Matthew Buehler

Erenda Capital Management · Glendale, Wisconsin

Matthew Buehler is a fee-only financial advisor at Erenda Capital Management in Glendale, Wisconsin. Matthew charges a percentage of assets (0.8% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.

Percentage of assets Fee-only

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Specialties

Who they serve

  • Founders
  • Executives
  • High earners
  • Pre-retirees
  • Retirees

Facts

FirmErenda Capital Management
Based in Glendale, Wisconsin
Fee modelPercentage of assets
Fees (firm's website)0.8% a year on the first tier of assets managed · A $500,000 asset minimum
Accepting new clientsYes
Assets under management$6.0M across 11 accounts
SEC registration Investment adviser representative in IN, TX, WI · CRD 7803111
Exams passedSeries 65 (2023)
Firm size1 employee
Disclosures None reported
Websitewww.erendacapital.com

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Questions about Matthew

Is Matthew Buehler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Erenda Capital 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 charges a percentage of assets.

How much does Matthew charge?

According to Erenda Capital Management's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed; a $500,000 asset minimum.

Where is Matthew Buehler based?

Matthew Buehler is based in Glendale, Wisconsin.

What does Matthew specialize in?

Matthew's specialties include founders (pre-exit), retirement planning, estate & legacy planning and tax planning. Matthew works with founders, executives, high earners, pre-retirees and retirees.

Is Matthew Buehler registered with the SEC?

Yes. Matthew Buehler is registered as an investment adviser representative in IN, TX and WI (CRD 7803111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Erenda Capital Management manage?

Erenda Capital Management reports $6.0M across 11 accounts in assets under management.

How do I contact Matthew Buehler?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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