# Matthew Marchand

> Matthew Marchand is a fee-only financial advisor at Pacific Point Wealth Management in Carlsbad, California. Matthew charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Pacific Point Wealth Management
- **Based in:** Carlsbad, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.4M across 35 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Early-career professionals
- **CRD:** 8130715 (https://adviserinfo.sec.gov/individual/summary/8130715)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://pacificpointwealthmanagement.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Pacific Point 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.

### Where is Matthew Marchand based?

Matthew Marchand is based in Carlsbad, California.

### What does Matthew specialize in?

Matthew's specialties include retirement planning and estate & legacy planning. Matthew works with early-career professionals.

### Is Matthew Marchand registered with the SEC?

Yes. Matthew Marchand is registered as an investment adviser representative in CA (CRD 8130715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Point Wealth Management manage?

Pacific Point Wealth Management reports $6.4M across 35 accounts in assets under management.

### How do I contact Matthew Marchand?

Through Matthew's website, pacificpointwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8130715): 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://pacificpointwealthmanagement.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.