Matthew Kovalcik
Kovalcik & Geraghty Wealth Partners · Bluffton, South Carolina
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.
Request an introduction to Matthew →
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 | $299.1M across 687 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2396151 |
| Exams passed | Series 63 (1997) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kgwpsouth.com |
| Profile |
How Matthew's firm compares
- Kovalcik & Geraghty Wealth Partners's average account is about $435,000, from its Form ADV (assets managed divided by 687 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 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.
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.