Matthew Klein
Lee-Kelleher-Klein Wealth Management · Ellicott City, Maryland
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.
Request an introduction to Matthew →
Specialties
Facts
| Firm | Lee-Kelleher-Klein Wealth Management |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $252.4M across 454 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MD · CRD 5270362 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lkkwealth.com |
| Profile |
How Matthew's firm compares
- Lee-Kelleher-Klein Wealth Management's average account is about $556,000, from its Form ADV (assets managed divided by 454 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 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.
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
- Lee-Kelleher-Klein Wealth Management 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.
See something wrong? Request a correction. Read our methodology.