# Matthew McCreary

> Matthew McCreary is a fee-only financial advisor at Darrow Wealth Management in Needham, Massachusetts, who holds the CFP credential. Matthew charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum) and focuses on equity compensation, founders (pre-exit) and retirement planning.

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

## Facts

- **Firm:** Darrow Wealth Management
- **Based in:** Needham, Massachusetts
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $392.4M across 408 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Founders, Executives, Tech employees, Ultra high net worth, Multi-generational families, Divorced individuals
- **CRD:** 6534319 (https://adviserinfo.sec.gov/individual/summary/6534319)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.darrowwealthmanagement.com

## Frequently asked questions

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

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

### How much does Matthew charge?

According to Darrow Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Does Matthew work with clients virtually?

Yes. Darrow Wealth Management says on its website that it works with clients remotely.

### Where is Matthew McCreary based?

Matthew McCreary is based in Needham, Massachusetts.

### What does Matthew specialize in?

Matthew's specialties include equity compensation, founders (pre-exit), retirement planning, tax planning and estate & legacy planning. Matthew works with founders, executives, tech employees, ultra high net worth and multi-generational families.

### What credentials does Matthew McCreary hold?

Matthew McCreary holds the CFP credential.

### Is Matthew McCreary registered with the SEC?

Yes. Matthew McCreary is registered as an investment adviser representative in MA and TX (CRD 6534319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Darrow Wealth Management manage?

Darrow Wealth Management reports $392.4M across 408 accounts in assets under management.

### How do I contact Matthew McCreary?

Through Matthew's website, www.darrowwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6534319): 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://darrowwealthmanagement.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.