Matthew Chambers
Private Advisory Group · Lehi, Utah
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.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 5700511 |
| Exams passed | Series 63 (2009) · Series 65 (2019) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
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Questions about Matthew
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.
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
- Private Advisory 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.
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