# Matthew Ramos

> Matthew Ramos is a fee-only financial advisor at Mpower Wealth Management, LLC in Drexel Hill, Pennsylvania, who holds the CFP and MBA credentials. Matthew charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $1,500 and $250 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/matthew-ramos/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mpower Wealth Management, LLC
- **Based in:** Drexel Hill, Pennsylvania
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,500; $250 an hour; 1.2% a year on the first tier of assets managed
- **Assets under management (firm):** $11.5M across 37 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2078561 (https://adviserinfo.sec.gov/individual/summary/2078561)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://mpowerwm.com

## Frequently asked questions

### Is Matthew Ramos a fee-only financial advisor?

Yes. Matthew Ramos 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 percentage of assets, hourly fees and a one-time planning fee.

### How much does Matthew charge?

According to Mpower Wealth Management, LLC's website, checked October 28, 2026: one-time plans from $1,500; $250 an hour; 1.2% a year on the first tier of assets managed.

### Where is Matthew Ramos based?

Matthew Ramos is based in Drexel Hill, Pennsylvania.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Matthew Ramos hold?

Matthew Ramos holds the CFP and MBA credentials.

### Is Matthew Ramos registered with the SEC?

Yes. Matthew Ramos is registered as an investment adviser representative in PA (CRD 2078561), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Mpower Wealth Management, LLC manage?

Mpower Wealth Management, LLC reports $11.5M across 37 accounts in assets under management.

### How do I contact Matthew Ramos?

Through Matthew's website, mpowerwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39298): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://mpowerwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.