Matthew Lambdin
Method Finance · St. Louis, Missouri
Matthew Lambdin is a fee-only financial advisor at Method Finance in St. Louis, Missouri, who holds the CFA credential. Matthew charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on student loans and retirement planning.
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Specialties
Facts
| Firm | Method Finance |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $54.6M across 169 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, MO, NJ, NY, TX · CRD 4808179 |
| Exams passed | Series 63 (2006) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.methodfinance.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Missouri median of $4,770 for fee-only firms that publish prices.
- Method Finance's average account is about $323,000, from its Form ADV (assets managed divided by 169 accounts).
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Questions about Matthew
Is Matthew Lambdin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Method Finance 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 charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Matthew charge?
According to Method Finance's website, checked October 30, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Matthew Lambdin based?
Matthew Lambdin is based in St. Louis, Missouri.
What does Matthew specialize in?
Matthew's specialties include student loans and retirement planning.
What credentials does Matthew Lambdin hold?
Matthew Lambdin holds the CFA credential.
Is Matthew Lambdin registered with the SEC?
Yes. Matthew Lambdin is registered as an investment adviser representative in CA, MO, NJ, NY and TX (CRD 4808179), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Method Finance manage?
Method Finance reports $54.6M across 169 accounts in assets under management.
How do I contact Matthew Lambdin?
Through Matthew's website, www.methodfinance.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
- Method Finance 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.
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