Matthew McGahey
Steadfast Financial Services · Altamonte Springs, Florida
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.
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Specialties
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 |
| Assets under management | $67.3M across 110 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, TX · CRD 6193812 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.steadfastwealth.com |
| Profile |
How Matthew's firm compares
- Steadfast Financial Services's average account is about $612,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Matthew
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.
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
- Steadfast Financial Services 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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