Matthew McKee
Target Rock Wealth Management · New York, New York
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.
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Specialties
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 |
| Assets under management | $94.0M across 89 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in NJ, NY · CRD 4663295 |
| Exams passed | Series 63 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | targetrockwealth.com |
How Matthew's firm compares
- Target Rock Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Target Rock Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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