Matthew Fernandez
Morrissey Wealth Management · North Haven, Connecticut
Matthew Fernandez is a fee-only financial advisor at Morrissey Wealth Management in North Haven, Connecticut. Matthew charges a one-time planning fee and an ongoing planning fee (one-time plans from $5,000) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Morrissey Wealth Management |
|---|---|
| Based in | North Haven, Connecticut |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Accepting new clients | Yes |
| Assets under management | $165.1M across 435 accounts |
| SEC registration | Investment adviser representative in CT · CRD 8103712 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | morrisseywealthmanagement.com |
| Profile |
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Questions about Matthew
Is Matthew Fernandez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Morrissey 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 one-time planning fee and an ongoing planning fee.
How much does Matthew charge?
According to Morrissey Wealth Management's website, checked October 30, 2026: one-time plans from $5,000.
Where is Matthew Fernandez based?
Matthew Fernandez is based in North Haven, Connecticut.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with pre-retirees and retirees.
Is Matthew Fernandez registered with the SEC?
Yes. Matthew Fernandez is registered as an investment adviser representative in CT (CRD 8103712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Morrissey Wealth Management manage?
Morrissey Wealth Management reports $165.1M across 435 accounts in assets under management.
How do I contact Matthew Fernandez?
Through Matthew's website, morrisseywealthmanagement.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
- Morrissey 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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