Matthew Raines
Balentine Wealth Advisors · Atlanta, Georgia
Matthew Raines is a fee-only financial advisor at Balentine Wealth Advisors in Atlanta, Georgia. Matthew focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5590552 |
| Exams passed | Series 65 (2025) |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
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Questions about Matthew
Is Matthew Raines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Balentine Wealth Advisors 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, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Raines based?
Matthew Raines is based in Atlanta, Georgia.
What does Matthew specialize in?
Matthew's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. Matthew works with founders and multi-generational families.
Is Matthew Raines registered with the SEC?
Yes. Matthew Raines is registered as an investment adviser representative in NC (CRD 5590552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact Matthew Raines?
Through Matthew's website, www.balentine.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
- Balentine Wealth Advisors 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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