Matthew Miner
Miner Wealth Management, LLC · Raleigh, North Carolina
Matthew Miner is a fee-only financial advisor at Miner Wealth Management, LLC in Raleigh, North Carolina, who holds the CFP and MBA credentials. Matthew charges a flat fee or retainer and an ongoing planning fee.
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Who they serve
- High earners
- Founders
Facts
| Firm | Miner Wealth Management, LLC |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $36.8M across 207 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6970006 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | minerwealth.com |
| Profile |
How Matthew's firm compares
- Miner Wealth Management, LLC's average account is about $178,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Matthew
Is Matthew Miner a fee-only financial advisor?
Yes. Matthew Miner is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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 charges a flat fee or retainer and an ongoing planning fee.
Does Matthew work with clients virtually?
Yes. Miner Wealth Management, LLC says on its website that it works with clients remotely.
Where is Matthew Miner based?
Matthew Miner is based in Raleigh, North Carolina.
What credentials does Matthew Miner hold?
Matthew Miner holds the CFP and MBA credentials.
Is Matthew Miner registered with the SEC?
Yes. Matthew Miner is registered as an investment adviser representative in NC and TX (CRD 6970006), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Miner Wealth Management, LLC manage?
Miner Wealth Management, LLC reports $36.8M across 207 accounts in assets under management.
How do I contact Matthew Miner?
Through Matthew's website, minerwealth.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
- XY Planning Network directory listing : XYPN members are fee-only
- Miner Wealth Management, LLC 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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