Matthew Darcy
Seneca Financial Advisors · Rochester, New York
Matthew Darcy is a fee-only financial advisor at Seneca Financial Advisors in Rochester, New York, who holds the CFA credential. Matthew focuses on tax planning, estate & legacy planning and family wealth transfer. Seneca Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Matthew →
Specialties
Facts
| Firm | Seneca Financial Advisors |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $847.2M across 1,128 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 7710305 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.senecafinancialadvisors.com |
How Matthew's firm compares
- Seneca Financial Advisors's average account is about $751,000, from its Form ADV (assets managed divided by 1,128 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Darcy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Seneca Financial Advisors 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, Seneca Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Darcy based?
Matthew Darcy is based in Rochester, New York.
What does Matthew specialize in?
Matthew's specialties include tax planning, estate & legacy planning and family wealth transfer.
What credentials does Matthew Darcy hold?
Matthew Darcy holds the CFA credential.
Is Matthew Darcy registered with the SEC?
Yes. Matthew Darcy is registered as an investment adviser representative in NY (CRD 7710305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seneca Financial Advisors manage?
Seneca Financial Advisors reports $847.2M across 1,128 accounts in assets under management.
How do I contact Matthew Darcy?
Through Matthew's website, www.senecafinancialadvisors.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
- Seneca Financial Advisors 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.
See something wrong? Request a correction. Read our methodology.