Matthew Costa
Woodside Wealth Management · Sudbury, Massachusetts
Matthew Costa is a fee-only financial advisor at Woodside Wealth Management in Sudbury, Massachusetts, who holds the CFP credential. Woodside Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Woodside Wealth Management |
|---|---|
| Based in | Sudbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $266.6M across 401 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6661537 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.woodsidewealth.com |
How Matthew's firm compares
- Woodside Wealth Management's average account is about $665,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about Matthew
Is Matthew Costa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Woodside Wealth 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's firm, Woodside Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Costa based?
Matthew Costa is based in Sudbury, Massachusetts.
What credentials does Matthew Costa hold?
Matthew Costa holds the CFP credential.
Is Matthew Costa registered with the SEC?
Yes. Matthew Costa is registered as an investment adviser representative in MA (CRD 6661537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodside Wealth Management manage?
Woodside Wealth Management reports $266.6M across 401 accounts in assets under management.
How do I contact Matthew Costa?
Through Matthew's website, www.woodsidewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Massachusetts
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
- 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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