Matthew Russell
MTR Financial Services, LLC · Kingwood, Texas
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.
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Facts
| Firm | MTR Financial Services, LLC |
|---|---|
| Based in | Kingwood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $119.9M across 340 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5634348 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mtrfinancial.com |
How Matthew's firm compares
- MTR Financial Services, LLC's average account is about $353,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kingwood
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- MTR Financial Services, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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