# Matthew Edgar

> Matthew Edgar is a fee-only financial advisor at Edgar Investment Management in Houston, Texas, who holds the CFA credential. Matthew charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/matthew-edgar/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Edgar Investment Management
- **Based in:** Houston, Texas
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.2M across 72 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **Works with:** Early-career professionals, Retirees
- **CRD:** 5982584 (https://adviserinfo.sec.gov/individual/summary/5982584)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.edgarinvestment.com

## Frequently asked questions

### Is Matthew Edgar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Edgar Investment 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.

### Where is Matthew Edgar based?

Matthew Edgar is based in Houston, Texas.

### What does Matthew specialize in?

Matthew's specialties include retirement planning. Matthew works with early-career professionals and retirees.

### What credentials does Matthew Edgar hold?

Matthew Edgar holds the CFA credential.

### Is Matthew Edgar registered with the SEC?

Yes. Matthew Edgar is registered as an investment adviser representative in TX (CRD 5982584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Edgar Investment Management manage?

Edgar Investment Management reports $13.2M across 72 accounts in assets under management.

### How do I contact Matthew Edgar?

Through Matthew's website, www.edgarinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5982584): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.edgarinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.