Matthew McNally
Glassman Wealth · North Bethesda, Maryland
Matthew McNally is a fee-only financial advisor at Glassman Wealth in North Bethesda, Maryland. Matthew focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | North Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 8242439 |
| Exams passed | Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Matthew
Is Matthew McNally a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Glassman Wealth 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, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Matthew charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Matthew McNally based?
Matthew McNally is based in North Bethesda, Maryland.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with retirees.
Is Matthew McNally registered with the SEC?
Yes. Matthew McNally is registered as an investment adviser representative in MD and VA (CRD 8242439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Matthew McNally?
Through Matthew's website, www.glassmanwealth.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
- Glassman Wealth 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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