Matthew McCreary
Darrow Wealth Management · Needham, Massachusetts
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.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Ultra high net worth
- Multi-generational families
- Divorced individuals
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 |
| Accepting new clients | Yes |
| Assets under management | $392.4M across 408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 6534319 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.darrowwealthmanagement.com |
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Questions about Matthew
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.
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
- Darrow Wealth Management 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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