Matthew Dellovo
BFA Wealth Management · Delray Beach, Florida
Matthew Dellovo is a fee-only financial advisor at BFA Wealth Management in Delray Beach, Florida. Matthew charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $5,000) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- Divorced individuals
Facts
| Firm | BFA Wealth Management |
|---|---|
| Based in | Delray Beach, Florida |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $5,000 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $14.9M across 57 accounts |
| SEC registration | Investment adviser representative in CA, FL, MA · CRD 6335730 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bfawealth.com |
| Profile |
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Questions about Matthew
Is Matthew Dellovo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and BFA 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 charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Matthew charge?
According to BFA Wealth Management's website, checked October 30, 2026: ongoing planning from $2,500 a year; one-time plans from $5,000; 1% a year on the first tier of assets managed.
Where is Matthew Dellovo based?
Matthew Dellovo is based in Delray Beach, Florida.
What does Matthew specialize in?
Matthew's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning and divorce financial planning. Matthew works with tech employees and divorced individuals.
Is Matthew Dellovo registered with the SEC?
Yes. Matthew Dellovo is registered as an investment adviser representative in CA, FL and MA (CRD 6335730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BFA Wealth Management manage?
BFA Wealth Management reports $14.9M across 57 accounts in assets under management.
How do I contact Matthew Dellovo?
Through Matthew's website, bfawealth.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
- BFA Wealth Management 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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