# Matthew Klein

> Matthew Klein is a fee-only financial advisor at Lee-Kelleher-Klein Wealth Management in Ellicott City, Maryland, who holds the CFP and CFA credentials. Matthew focuses on retirement planning and sustainable & impact investing. Lee-Kelleher-Klein Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Lee-Kelleher-Klein Wealth Management
- **Based in:** Ellicott City, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $252.4M across 454 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Sustainable & impact investing
- **CRD:** 5270362 (https://adviserinfo.sec.gov/individual/summary/5270362)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.lkkwealth.com

## Frequently asked questions

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

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

### Where is Matthew Klein based?

Matthew Klein is based in Ellicott City, Maryland.

### What does Matthew specialize in?

Matthew's specialties include retirement planning and sustainable & impact investing.

### What credentials does Matthew Klein hold?

Matthew Klein holds the CFP and CFA credentials.

### Is Matthew Klein registered with the SEC?

Yes. Matthew Klein is registered as an investment adviser representative in MD (CRD 5270362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lee-Kelleher-Klein Wealth Management manage?

Lee-Kelleher-Klein Wealth Management reports $252.4M across 454 accounts in assets under management.

### How do I contact Matthew Klein?

Through Matthew's website, www.lkkwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5270362): 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 (http://lkkwealth.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.