Matthew Royer
Platform Wealth Advisors · Holladay, Utah
Matthew Royer is a fee-only financial advisor at Platform Wealth Advisors in Holladay, Utah. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Holladay, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8104213 |
| Exams passed | Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How Matthew's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Matthew
Is Matthew Royer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Platform 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, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Royer based?
Matthew Royer is based in Holladay, Utah.
Is Matthew Royer registered with the SEC?
Yes. Matthew Royer is registered as an investment adviser representative in NJ (CRD 8104213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact Matthew Royer?
Through Matthew's website, platformadvise.com/pwa-team.
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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