Matthew Merrill
Bright Road Wealth Management · Corpus Christi, Texas
Matthew Merrill is a fee-only financial advisor at Bright Road Wealth Management in Corpus Christi, Texas. Bright Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bright Road Wealth Management |
|---|---|
| Based in | Corpus Christi, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.3M across 2,182 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7362811 |
| Exams passed | Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.brightroadwealth.com |
How Matthew's firm compares
- Bright Road Wealth Management's average account is about $203,000, from its Form ADV (assets managed divided by 2,182 accounts).
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Questions about Matthew
Is Matthew Merrill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Bright Road Wealth Management 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, Bright Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Merrill based?
Matthew Merrill is based in Corpus Christi, Texas.
Is Matthew Merrill registered with the SEC?
Yes. Matthew Merrill is registered as an investment adviser representative in TX (CRD 7362811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bright Road Wealth Management manage?
Bright Road Wealth Management reports $443.3M across 2,182 accounts in assets under management.
How do I contact Matthew Merrill?
Through Matthew's website, www.brightroadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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