Matthew Ranieri
IHS Wealth Management · Oyster Bay, New York
Matthew Ranieri is a fee-only financial advisor at IHS Wealth Management in Oyster Bay, New York. IHS Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | IHS Wealth Management |
|---|---|
| Based in | Oyster Bay, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $39.4M across 36 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8261507 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | ihswealth.com |
| Profile |
How Matthew's firm compares
- IHS Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Matthew
Is Matthew Ranieri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and IHS Wealth Management 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, IHS Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Matthew Ranieri based?
Matthew Ranieri is based in Oyster Bay, New York.
Is Matthew Ranieri registered with the SEC?
Yes. Matthew Ranieri is registered as an investment adviser representative in NY (CRD 8261507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IHS Wealth Management manage?
IHS Wealth Management reports $39.4M across 36 accounts in assets under management.
How do I contact Matthew Ranieri?
Through Matthew's website, ihswealth.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.
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