Matthew Dawson
Rede Wealth · Charlottesville, Virginia
Matthew Dawson is a fee-only financial advisor at Rede Wealth in Charlottesville, Virginia, who holds the CFP credential. Matthew focuses on retirement planning. Rede Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Rede Wealth |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $346.1M across 500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 5439923 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.redewealth.com |
| Profile |
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Questions about Matthew
Is Matthew Dawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Rede Wealth 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, Rede Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Dawson based?
Matthew Dawson is based in Charlottesville, Virginia.
What does Matthew specialize in?
Matthew's specialties include retirement planning. Matthew works with divorced individuals.
What credentials does Matthew Dawson hold?
Matthew Dawson holds the CFP credential.
Is Matthew Dawson registered with the SEC?
Yes. Matthew Dawson is registered as an investment adviser representative in TX and VA (CRD 5439923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rede Wealth manage?
Rede Wealth reports $346.1M across 500 accounts in assets under management.
How do I contact Matthew Dawson?
Through Matthew's website, www.redewealth.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
- Rede Wealth 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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