Matthew Daugherty
Balanced Wealth Group · Westlake, Ohio
Matthew Daugherty is a fee-only financial advisor at Balanced Wealth Group in Westlake, Ohio, who holds the CFP credential. Balanced Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balanced Wealth Group |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $494.1M across 1,588 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4433690 |
| Exams passed | Series 66 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403 |
| Profile |
How Matthew's firm compares
- Balanced Wealth Group's average account is about $311,000, from its Form ADV (assets managed divided by 1,588 accounts).
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Questions about Matthew
Is Matthew Daugherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Balanced Wealth 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, Balanced Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Daugherty based?
Matthew Daugherty is based in Westlake, Ohio.
What credentials does Matthew Daugherty hold?
Matthew Daugherty holds the CFP credential.
Is Matthew Daugherty registered with the SEC?
Yes. Matthew Daugherty is registered as an investment adviser representative in OH (CRD 4433690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balanced Wealth Group manage?
Balanced Wealth Group reports $494.1M across 1,588 accounts in assets under management.
How do I contact Matthew Daugherty?
Through Matthew's website, podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403.
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
- 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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