Matthew McBride
One DAY in July · Burlington, Vermont
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.
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Facts
| Firm | One DAY in July |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.36B across 4,011 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VT · CRD 7699446 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.eventbrite.com/o/one-day-in-july-34301369503 |
How Matthew's firm compares
- One DAY in July's average account is about $340,000, from its Form ADV (assets managed divided by 4,011 accounts).
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Questions about Matthew
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.
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
- 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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