Matthew Dunn
ARQ Wealth Advisors · Hudson , Ohio
Matthew Dunn is a fee-only financial advisor at ARQ Wealth Advisors in Hudson , Ohio, who holds the CFA credential. Matthew focuses on retirement planning, tax planning and divorce financial planning. ARQ Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- High earners
- Mid-life transitions
- HENRY (High Earners, Not Rich Yet)
- Multi-generational families
- Divorced individuals
- Tech employees
Facts
| Firm | ARQ Wealth Advisors |
|---|---|
| Based in | Hudson , Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 2,131 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 4882331 |
| Exams passed | Series 66 (2010) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.arqwealth.com |
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Questions about Matthew
Is Matthew Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and ARQ Wealth 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, ARQ Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Dunn based?
Matthew Dunn is based in Hudson , Ohio.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and divorce financial planning. Matthew works with founders, executives, physicians, retirees and pre-retirees.
What credentials does Matthew Dunn hold?
Matthew Dunn holds the CFA credential.
Is Matthew Dunn registered with the SEC?
Yes. Matthew Dunn is registered as an investment adviser representative in OH (CRD 4882331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARQ Wealth Advisors manage?
ARQ Wealth Advisors reports $1.21B across 2,131 accounts in assets under management.
How do I contact Matthew Dunn?
Through Matthew's website, www.arqwealth.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
- ARQ Wealth 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.
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