# Matthew Jellison

> Matthew Jellison is a fee-only financial advisor at Gunderson Capital Management in Mount Pleasant, South Carolina, who holds the CFP credential. Gunderson Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-jellison/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gunderson Capital Management
- **Based in:** Mount Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $395.8M across 1,441 accounts
- **Credentials:** CFP
- **CRD:** 6794604 (https://adviserinfo.sec.gov/individual/summary/6794604)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://pwstreet.podbean.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Gunderson Capital 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, Gunderson Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Jellison based?

Matthew Jellison is based in Mount Pleasant, South Carolina.

### What credentials does Matthew Jellison hold?

Matthew Jellison holds the CFP credential.

### Is Matthew Jellison registered with the SEC?

Yes. Matthew Jellison is registered as an investment adviser representative in NC and TX (CRD 6794604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gunderson Capital Management manage?

Gunderson Capital Management reports $395.8M across 1,441 accounts in assets under management.

### How do I contact Matthew Jellison?

Through Matthew's website, pwstreet.podbean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6794604): 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

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