Matthew Eads
Eads & Heald Wealth Management · Atlanta, Georgia
Matthew Eads is a fee-only financial advisor at Eads & Heald Wealth Management in Atlanta, Georgia, who holds the CFA credential. Eads & Heald Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Eads & Heald Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $240.5M across 229 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, NC, VA · CRD 4769512 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eadsheald.com |
| Profile |
How Matthew's firm compares
- Eads & Heald Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Matthew
Is Matthew Eads a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Eads & Heald 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's firm, Eads & Heald Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Eads based?
Matthew Eads is based in Atlanta, Georgia.
What credentials does Matthew Eads hold?
Matthew Eads holds the CFA credential.
Is Matthew Eads registered with the SEC?
Yes. Matthew Eads is registered as an investment adviser representative in GA, NC and VA (CRD 4769512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eads & Heald Wealth Management manage?
Eads & Heald Wealth Management reports $240.5M across 229 accounts in assets under management.
How do I contact Matthew Eads?
Through Matthew's website, www.eadsheald.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
- 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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