# Matthew Henry

> Matthew Henry is a fee-only financial advisor at Topsail Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Matthew charges a percentage of assets (0.3% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/matthew-henry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Topsail Wealth Management
- **Based in:** Charlotte, North Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.3% a year on the first tier of assets managed
- **Assets under management (firm):** $1.31B across 729 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 6258644 (https://adviserinfo.sec.gov/individual/summary/6258644)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://topsailwealthmanagement.com/

## Frequently asked questions

### Is Matthew Henry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Topsail 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 percentage of assets.

### How much does Matthew charge?

According to Topsail Wealth Management's website, checked October 30, 2026: 0.3% a year on the first tier of assets managed.

### Where is Matthew Henry based?

Matthew Henry is based in Charlotte, North Carolina.

### What does Matthew specialize in?

Matthew's specialties include tax planning, estate & legacy planning and family wealth transfer.

### What credentials does Matthew Henry hold?

Matthew Henry holds the CFP credential.

### Is Matthew Henry registered with the SEC?

Yes. Matthew Henry is registered as an investment adviser representative in NC (CRD 6258644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Topsail Wealth Management manage?

Topsail Wealth Management reports $1.31B across 729 accounts in assets under management.

### How do I contact Matthew Henry?

Through Matthew's website, topsailwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6258644): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://topsailwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.