Matthew Hale
Make the Memory Financial Planning · Johnson City, Tennessee
Matthew Hale is a fee-only financial advisor at Make the Memory Financial Planning in Johnson City, Tennessee, who holds the CFP credential. Matthew charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $1,500) and focuses on international & expat planning, flat-fee planning and tax planning.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Make the Memory Financial Planning |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $1,500 |
| Accepting new clients | Yes |
| Assets under management | $8.8M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5790390 |
| Exams passed | Series 63 (2010) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mtmplanning.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $10,000 a year, above the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the Tennessee median of $2,000 for fee-only firms that publish prices.
- Make the Memory Financial Planning's average account is about $55,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Matthew
Is Matthew Hale a fee-only financial advisor?
Yes. Matthew Hale is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Matthew charge?
According to Make the Memory Financial Planning's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $1,500.
Where is Matthew Hale based?
Matthew Hale is based in Johnson City, Tennessee.
What does Matthew specialize in?
Matthew's specialties include international & expat planning, flat-fee planning, tax planning, equity compensation, small business owners and retirement planning. Matthew works with cross-border families.
What credentials does Matthew Hale hold?
Matthew Hale holds the CFP credential.
Is Matthew Hale registered with the SEC?
Yes. Matthew Hale is registered as an investment adviser representative in TX (CRD 5790390), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Make the Memory Financial Planning manage?
Make the Memory Financial Planning reports $8.8M across 161 accounts in assets under management.
How do I contact Matthew Hale?
Through Matthew's website, mtmplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Make the Memory Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- 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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