# Matthew Kovalcik

> Matthew Kovalcik is a fee-only financial advisor at Kovalcik & Geraghty Wealth Partners in Bluffton, South Carolina. Kovalcik & Geraghty Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kovalcik & Geraghty Wealth Partners
- **Based in:** Bluffton, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $299.1M across 687 accounts
- **CRD:** 2396151 (https://adviserinfo.sec.gov/individual/summary/2396151)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1997)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.kgwpsouth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Kovalcik & Geraghty Wealth Partners 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, Kovalcik & Geraghty Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Kovalcik based?

Matthew Kovalcik is based in Bluffton, South Carolina.

### Is Matthew Kovalcik registered with the SEC?

Yes. Matthew Kovalcik is registered as an investment adviser representative in OH (CRD 2396151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kovalcik & Geraghty Wealth Partners manage?

Kovalcik & Geraghty Wealth Partners reports $299.1M across 687 accounts in assets under management.

### How do I contact Matthew Kovalcik?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2396151): 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.