Matthew McGee
Integritas Wealth Strategies · Charleston, South Carolina
Matthew McGee is a fee-only financial advisor at Integritas Wealth Strategies in Charleston, South Carolina. Matthew focuses on tax planning, estate & legacy planning and retirement planning. Integritas Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Newcomers (immigration)
Facts
| Firm | Integritas Wealth Strategies |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.7M across 56 accounts |
| SEC registration | Investment adviser representative in SC · CRD 7208209 |
| Exams passed | Series 66 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | iw-strategies.com |
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Questions about Matthew
Is Matthew McGee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Integritas Wealth Strategies 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's firm, Integritas Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew McGee based?
Matthew McGee is based in Charleston, South Carolina.
What does Matthew specialize in?
Matthew's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, sustainable & impact investing and equity compensation. Matthew works with pre-retirees and newcomers (immigration).
Is Matthew McGee registered with the SEC?
Yes. Matthew McGee is registered as an investment adviser representative in SC (CRD 7208209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integritas Wealth Strategies manage?
Integritas Wealth Strategies reports $3.7M across 56 accounts in assets under management.
How do I contact Matthew McGee?
Through Matthew's website, iw-strategies.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
- Integritas Wealth Strategies 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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