# Matthew McBride

> Matthew McBride is a fee-only financial advisor at One DAY in July in Burlington, Vermont, who holds the CFA credential. One DAY in July reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-mcbride/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** One DAY in July
- **Based in:** Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.36B across 4,011 accounts
- **Credentials:** CFA
- **CRD:** 7699446 (https://adviserinfo.sec.gov/individual/summary/7699446)
- **SEC registration:** Investment adviser representative in VT
- **Exams passed:** Series 65 (2023)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://www.eventbrite.com/o/one-day-in-july-34301369503

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and One DAY in July 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, One DAY in July, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew McBride based?

Matthew McBride is based in Burlington, Vermont.

### What credentials does Matthew McBride hold?

Matthew McBride holds the CFA credential.

### Is Matthew McBride registered with the SEC?

Yes. Matthew McBride is registered as an investment adviser representative in VT (CRD 7699446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does One DAY in July manage?

One DAY in July reports $1.36B across 4,011 accounts in assets under management.

### How do I contact Matthew McBride?

Through Matthew's website, www.eventbrite.com/o/one-day-in-july-34301369503.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7699446): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.