Matthew McCoy
Southbound Wealth LLC · Rock Hill, South Carolina
Matthew McCoy is a fee-only financial advisor at Southbound Wealth LLC in Rock Hill, South Carolina, who holds the CFP credential. Matthew charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year) and focuses on small business owners, retirement planning and equity compensation.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Southbound Wealth LLC |
|---|---|
| Based in | Rock Hill, South Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.1M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC, TX · CRD 6779975 |
| Exams passed | Series 63 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | southboundwealth.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $3,000 a year, below the South Carolina median of $3,600 for fee-only firms that publish prices.
- Southbound Wealth LLC's average account is about $110,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Matthew
Is Matthew McCoy a fee-only financial advisor?
Yes. Matthew McCoy is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Matthew charge?
According to Southbound Wealth LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year.
Does Matthew work with clients virtually?
Yes. Southbound Wealth LLC says on its website that it works with clients remotely.
Where is Matthew McCoy based?
Matthew McCoy is based in Rock Hill, South Carolina.
What does Matthew specialize in?
Matthew's specialties include small business owners, retirement planning and equity compensation. Matthew works with pre-retirees.
What credentials does Matthew McCoy hold?
Matthew McCoy holds the CFP credential.
Is Matthew McCoy registered with the SEC?
Yes. Matthew McCoy is registered as an investment adviser representative in NC, SC and TX (CRD 6779975), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Southbound Wealth LLC manage?
Southbound Wealth LLC reports $4.1M across 37 accounts in assets under management.
How do I contact Matthew McCoy?
Through Matthew's website, southboundwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Southbound Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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