# Matthew Lusins

> Matthew Lusins is a fee-only financial advisor at Bootpack Wealth Management in Jackson, Wyoming, who holds the CFP and CFA credentials. Matthew charges a percentage of assets (typically works with clients with $2,500,000 or more) and focuses on founders (pre-exit), family wealth transfer and tax planning.

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

## Facts

- **Firm:** Bootpack Wealth Management
- **Based in:** Jackson, Wyoming
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $2,500,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $121.8M across 75 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Founders (pre-exit), Family wealth transfer, Tax planning, Estate & legacy planning
- **Works with:** Executives, Founders, Multi-generational families, High earners, Ultra high net worth, Divorced individuals
- **CRD:** 7299049 (https://adviserinfo.sec.gov/individual/summary/7299049)
- **SEC registration:** Investment adviser representative in NY, WY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://bootpack.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Bootpack 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 charges a percentage of assets.

### How much does Matthew charge?

According to Bootpack Wealth Management's website, checked October 30, 2026: typically works with clients with $2,500,000 or more.

### Does Matthew work with clients virtually?

Yes. Bootpack Wealth Management says on its website that it works with clients remotely.

### Where is Matthew Lusins based?

Matthew Lusins is based in Jackson, Wyoming.

### What does Matthew specialize in?

Matthew's specialties include founders (pre-exit), family wealth transfer, tax planning and estate & legacy planning. Matthew works with executives, founders, multi-generational families, high earners and ultra high net worth.

### What credentials does Matthew Lusins hold?

Matthew Lusins holds the CFP and CFA credentials.

### Is Matthew Lusins registered with the SEC?

Yes. Matthew Lusins is registered as an investment adviser representative in NY and WY (CRD 7299049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bootpack Wealth Management manage?

Bootpack Wealth Management reports $121.8M across 75 accounts in assets under management.

### How do I contact Matthew Lusins?

Through Matthew's website, bootpack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7299049): 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 (https://www.bootpack.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.