Matthew Peck
Anderson Financial Strategies · Dayton, Ohio
Matthew Peck is a fee-only financial advisor at Anderson Financial Strategies in Dayton, Ohio, who holds the CFP credential. Anderson Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Anderson Financial Strategies |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $402.1M across 230 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7013025 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.andersonfinancialstrategies.com |
How Matthew's firm compares
- Anderson Financial Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 230 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Peck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Anderson Financial Strategies 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, Anderson Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Peck based?
Matthew Peck is based in Dayton, Ohio.
What credentials does Matthew Peck hold?
Matthew Peck holds the CFP credential.
Is Matthew Peck registered with the SEC?
Yes. Matthew Peck is registered as an investment adviser representative in OH (CRD 7013025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anderson Financial Strategies manage?
Anderson Financial Strategies reports $402.1M across 230 accounts in assets under management.
How do I contact Matthew Peck?
Through Matthew's website, www.andersonfinancialstrategies.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
- 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.
See something wrong? Request a correction. Read our methodology.