Matthew Heard
BMSS Wesson Wealth Solutions · Birmingham, Alabama
Matthew Heard is a fee-only financial advisor at BMSS Wesson Wealth Solutions in Birmingham, Alabama. Matthew focuses on founders (pre-exit), small business owners and equity compensation. BMSS Wesson Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Multi-generational families
- Founders
Facts
| Firm | BMSS Wesson Wealth Solutions |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $704.0M across 1,183 accounts |
| SEC registration | Investment adviser representative in AL · CRD 8050118 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bmsswesson.com |
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Questions about Matthew
Is Matthew Heard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and BMSS Wesson Wealth Solutions 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, BMSS Wesson Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Heard based?
Matthew Heard is based in Birmingham, Alabama.
What does Matthew specialize in?
Matthew's specialties include founders (pre-exit), small business owners, equity compensation, family wealth transfer and estate & legacy planning. Matthew works with executives, high earners, multi-generational families and founders.
Is Matthew Heard registered with the SEC?
Yes. Matthew Heard is registered as an investment adviser representative in AL (CRD 8050118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BMSS Wesson Wealth Solutions manage?
BMSS Wesson Wealth Solutions reports $704.0M across 1,183 accounts in assets under management.
How do I contact Matthew Heard?
Through Matthew's website, www.bmsswesson.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
- BMSS Wesson Wealth Solutions 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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