# Matthew McGahey

> Matthew McGahey is a fee-only financial advisor at Steadfast Financial Services in Altamonte Springs, Florida, who holds the CFP and ChFC credentials. Matthew charges a percentage of assets, an ongoing planning fee and a one-time planning fee (0.5%–1% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Steadfast Financial Services
- **Based in:** Altamonte Springs, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** 0.5%–1% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $67.3M across 110 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6193812 (https://adviserinfo.sec.gov/individual/summary/6193812)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.steadfastwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Steadfast Financial Services 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, an ongoing planning fee and a one-time planning fee.

### How much does Matthew charge?

According to Steadfast Financial Services's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is Matthew McGahey based?

Matthew McGahey is based in Altamonte Springs, Florida.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Matthew McGahey hold?

Matthew McGahey holds the CFP and ChFC credentials.

### Is Matthew McGahey registered with the SEC?

Yes. Matthew McGahey is registered as an investment adviser representative in FL and TX (CRD 6193812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steadfast Financial Services manage?

Steadfast Financial Services reports $67.3M across 110 accounts in assets under management.

### How do I contact Matthew McGahey?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6193812): 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://www.steadfastwealth.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.