Matthew McCarter
Onyx Bridge Wealth Group · Exton, Pennsylvania
Matthew McCarter is a fee-only financial advisor at Onyx Bridge Wealth Group in Exton, Pennsylvania. Matthew focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Onyx Bridge Wealth Group |
|---|---|
| Based in | Exton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 4,450 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8342434 |
| Exams passed | Series 65 (2026) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.onyxbridge.com |
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Questions about Matthew
Is Matthew McCarter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Onyx Bridge Wealth Group 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, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew McCarter based?
Matthew McCarter is based in Exton, Pennsylvania.
What does Matthew specialize in?
Matthew's specialties include family wealth transfer, estate & legacy planning and small business owners. Matthew works with multi-generational families.
Is Matthew McCarter registered with the SEC?
Yes. Matthew McCarter is registered as an investment adviser representative in PA (CRD 8342434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Bridge Wealth Group manage?
Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.
How do I contact Matthew McCarter?
Through Matthew's website, www.onyxbridge.com.
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
- Onyx Bridge Wealth Group 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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