Matthew Maciel
Maciel Wealth Management · Overland Park, Kansas
Matthew Maciel is a fee-only financial advisor at Maciel Wealth Management in Overland Park, Kansas. Matthew focuses on retirement planning. Maciel Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Maciel Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.6M across 170 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6430965 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.macielwealthmanagement.com |
| Profile |
How Matthew's firm compares
- Maciel Wealth Management's average account is about $109,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Matthew
Is Matthew Maciel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Maciel 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, Maciel Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Maciel based?
Matthew Maciel is based in Overland Park, Kansas.
What does Matthew specialize in?
Matthew's specialties include retirement planning.
Is Matthew Maciel registered with the SEC?
Yes. Matthew Maciel is registered as an investment adviser representative in KS, MO and TX (CRD 6430965), 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 Maciel Wealth Management manage?
Maciel Wealth Management reports $18.6M across 170 accounts in assets under management.
How do I contact Matthew Maciel?
Through Matthew's website, www.macielwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on retirement planning
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
- Maciel 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.
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