# Matthew McKee

> Matthew McKee is a fee-only financial advisor at Target Rock Wealth Management in New York, New York, who holds the CFA, CFP and MBA credentials. Matthew focuses on retirement planning, estate & legacy planning and tax planning. Target Rock Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-mckee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Target Rock Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $94.0M across 89 accounts
- **Credentials:** CFA, CFP, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing
- **CRD:** 4663295 (https://adviserinfo.sec.gov/individual/summary/4663295)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 63 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://targetrockwealth.com

## Frequently asked questions

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

Yes. Matthew McKee is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew's firm, Target Rock Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew McKee based?

Matthew McKee is based in New York, New York.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing.

### What credentials does Matthew McKee hold?

Matthew McKee holds the CFA, CFP and MBA credentials.

### Is Matthew McKee registered with the SEC?

Yes. Matthew McKee is registered as an investment adviser representative in NJ and NY (CRD 4663295), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Target Rock Wealth Management manage?

Target Rock Wealth Management reports $94.0M across 89 accounts in assets under management.

### How do I contact Matthew McKee?

Through Matthew's website, targetrockwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47791): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://targetrockwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.