Matthew Haushalter
American Harbour Wealth Management · Orlando, Florida
Matthew Haushalter is a fee-only financial advisor at American Harbour Wealth Management in Orlando, Florida. American Harbour Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | American Harbour Wealth Management |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.7M across 200 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5752519 |
| Exams passed | Series 63 (2011) · Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Matthew's firm compares
- American Harbour Wealth Management's average account is about $473,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Matthew
Is Matthew Haushalter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and American Harbour 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, American Harbour Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Haushalter based?
Matthew Haushalter is based in Orlando, Florida.
Is Matthew Haushalter registered with the SEC?
Yes. Matthew Haushalter is registered as an investment adviser representative in FL (CRD 5752519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does American Harbour Wealth Management manage?
American Harbour Wealth Management reports $94.7M across 200 accounts in assets under management.
How do I contact Matthew Haushalter?
Contact details aren't on file yet. Search for American Harbour Wealth Management.
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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