Matthew Richardson
Calculated Wealth · Cincinnati, Ohio
Matthew Richardson is a fee-only financial advisor at Calculated Wealth in Cincinnati, Ohio. Calculated Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Calculated Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $200.8M across 194 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6821747 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.calcwealth.com |
How Matthew's firm compares
- Calculated Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Matthew
Is Matthew Richardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Calculated 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's firm, Calculated Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Richardson based?
Matthew Richardson is based in Cincinnati, Ohio.
Is Matthew Richardson registered with the SEC?
Yes. Matthew Richardson is registered as an investment adviser representative in WI (CRD 6821747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calculated Wealth manage?
Calculated Wealth reports $200.8M across 194 accounts in assets under management.
How do I contact Matthew Richardson?
Through Matthew's website, www.calcwealth.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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