Matthew Sanchez
Ivy League Financial Advisors · Rockville, Maryland
Matthew Sanchez is a fee-only financial advisor at Ivy League Financial Advisors in Rockville, Maryland, who holds the CFP credential. Ivy League Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ivy League Financial Advisors |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $188.7M across 345 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6082699 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.ivyfa.com |
How Matthew's firm compares
- Ivy League Financial Advisors's average account is about $547,000, from its Form ADV (assets managed divided by 345 accounts).
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Questions about Matthew
Is Matthew Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Ivy League Financial 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, Ivy League Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Sanchez based?
Matthew Sanchez is based in Rockville, Maryland.
What credentials does Matthew Sanchez hold?
Matthew Sanchez holds the CFP credential.
Is Matthew Sanchez registered with the SEC?
Yes. Matthew Sanchez is registered as an investment adviser representative in MD (CRD 6082699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ivy League Financial Advisors manage?
Ivy League Financial Advisors reports $188.7M across 345 accounts in assets under management.
How do I contact Matthew Sanchez?
Through Matthew's website, www.ivyfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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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