Matthew Jellison
Gunderson Capital Management · Mount Pleasant, South Carolina
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.
Request an introduction to Matthew →
Facts
| Firm | Gunderson Capital Management |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $395.8M across 1,441 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6794604 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pwstreet.podbean.com |
How Matthew's firm compares
- Gunderson Capital Management's average account is about $275,000, from its Form ADV (assets managed divided by 1,441 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
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.
See something wrong? Request a correction. Read our methodology.