# Matthew Chambers

> Matthew Chambers is a fee-only financial advisor at Private Advisory Group in Lehi, Utah, who holds the CFP credential. Matthew focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Private Advisory Group
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $2.14B across 3,217 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 5700511 (https://adviserinfo.sec.gov/individual/summary/5700511)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2009), Series 65 (2019)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** https://privateadvisory.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Private Advisory 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's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Matthew Chambers based?

Matthew Chambers is based in Lehi, Utah.

### What does Matthew specialize in?

Matthew's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Matthew works with founders, executives and multi-generational families.

### What credentials does Matthew Chambers hold?

Matthew Chambers holds the CFP credential.

### Is Matthew Chambers registered with the SEC?

Yes. Matthew Chambers is registered as an investment adviser representative in UT (CRD 5700511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Advisory Group manage?

Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.

### How do I contact Matthew Chambers?

Through Matthew's website, privateadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5700511): 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://www.privateadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

---

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