Matthew Ohrenich
Stillwater Private Wealth · Allenton, Pennsylvania
Matthew Ohrenich is a fee-only financial advisor at Stillwater Private Wealth in Allenton, Pennsylvania, who holds the CFP credential. Matthew charges a percentage of assets and a flat fee or retainer and focuses on equity compensation, retirement planning and student loans.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
- Founders
- Tech employees
Facts
| Firm | Stillwater Private Wealth |
|---|---|
| Based in | Allenton, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $176.8M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6829358 |
| Exams passed | Series 63 (2017) · Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.swprivatewealth.com |
| Profile |
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Questions about Matthew
Is Matthew Ohrenich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Stillwater Private 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 charges a percentage of assets and a flat fee or retainer.
Where is Matthew Ohrenich based?
Matthew Ohrenich is based in Allenton, Pennsylvania.
What does Matthew specialize in?
Matthew's specialties include equity compensation, retirement planning, student loans, small business owners, estate & legacy planning and tax planning. Matthew works with high earners, pre-retirees, retirees, founders and tech employees.
What credentials does Matthew Ohrenich hold?
Matthew Ohrenich holds the CFP credential.
Is Matthew Ohrenich registered with the SEC?
Yes. Matthew Ohrenich is registered as an investment adviser representative in SC (CRD 6829358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stillwater Private Wealth manage?
Stillwater Private Wealth reports $176.8M across 458 accounts in assets under management.
How do I contact Matthew Ohrenich?
Through Matthew's website, www.swprivatewealth.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
- Stillwater Private 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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