Matthew Filepp
PB Wealth, LLC · Charlotte, North Carolina
Matthew Filepp is a fee-only financial advisor at PB Wealth, LLC in Charlotte, North Carolina, who holds the CFP and CFA credentials. PB Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PB Wealth, LLC |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.1M across 3 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6054546 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pbwealthmanagement.com |
| Profile |
How Matthew's firm compares
- PB Wealth, LLC's average account is about $362,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Matthew
Is Matthew Filepp a fee-only financial advisor?
Yes. Matthew Filepp is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew's firm, PB Wealth, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Filepp based?
Matthew Filepp is based in Charlotte, North Carolina.
What credentials does Matthew Filepp hold?
Matthew Filepp holds the CFP and CFA credentials.
Is Matthew Filepp registered with the SEC?
Yes. Matthew Filepp is registered as an investment adviser representative in NC and TX (CRD 6054546), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does PB Wealth, LLC manage?
PB Wealth, LLC reports $1.1M across 3 accounts in assets under management.
How do I contact Matthew Filepp?
Through Matthew's website, pbwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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