Matthew Choplin
Innovest Strategies · Raleigh, North Carolina
Matthew Choplin is a fee-only financial advisor at Innovest Strategies in Raleigh, North Carolina. Matthew charges a percentage of assets (no asset minimum) and focuses on retirement planning.
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Specialties
Facts
| Firm | Innovest Strategies |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $26.8M across 49 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6165470 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.innoveststrategies.com |
How Matthew's firm compares
- Innovest Strategies's average account is about $546,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Matthew
Is Matthew Choplin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Innovest Strategies 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 Innovest Strategies's website, checked October 30, 2026: no asset minimum.
Where is Matthew Choplin based?
Matthew Choplin is based in Raleigh, North Carolina.
What does Matthew specialize in?
Matthew's specialties include retirement planning.
Is Matthew Choplin registered with the SEC?
Yes. Matthew Choplin is registered as an investment adviser representative in NC (CRD 6165470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Innovest Strategies manage?
Innovest Strategies reports $26.8M across 49 accounts in assets under management.
How do I contact Matthew Choplin?
Through Matthew's website, www.innoveststrategies.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
- Innovest Strategies 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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