# Matthew Russell

> Matthew Russell is a fee-only financial advisor at MTR Financial Services, LLC in Kingwood, Texas, who holds the CFP credential. MTR Financial Services, LLC reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** MTR Financial Services, LLC
- **Based in:** Kingwood, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $119.9M across 340 accounts
- **Credentials:** CFP
- **CRD:** 5634348 (https://adviserinfo.sec.gov/individual/summary/5634348)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://mtrfinancial.com

## Frequently asked questions

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

Yes. Matthew Russell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, MTR Financial Services, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Matthew Russell based?

Matthew Russell is based in Kingwood, Texas.

### What credentials does Matthew Russell hold?

Matthew Russell holds the CFP credential.

### Is Matthew Russell registered with the SEC?

Yes. Matthew Russell is registered as an investment adviser representative in TX (CRD 5634348), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does MTR Financial Services, LLC manage?

MTR Financial Services, LLC reports $119.9M across 340 accounts in assets under management.

### How do I contact Matthew Russell?

Through Matthew's website, mtrfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45824): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://mtrfinancial.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.