# Matthew Schwegman

> Matthew Schwegman is a fee-only financial advisor at ComposedPro in San Antonio, Texas, who holds the CFP credential. Matthew charges a percentage of assets and an ongoing planning fee (ongoing planning from $180 a year and 0.5% a year on the first tier of assets managed) and focuses on tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/matthew-schwegman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ComposedPro
- **Based in:** San Antonio, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $180 a year; 0.5% a year on the first tier of assets managed
- **Assets under management (firm):** $44.1M across 237 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 5967562 (https://adviserinfo.sec.gov/individual/summary/5967562)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.composedpro.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and ComposedPro 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 charges a percentage of assets and an ongoing planning fee.

### How much does Matthew charge?

According to ComposedPro's website, checked October 30, 2026: ongoing planning from $180 a year; 0.5% a year on the first tier of assets managed.

### Where is Matthew Schwegman based?

Matthew Schwegman is based in San Antonio, Texas.

### What does Matthew specialize in?

Matthew's specialties include tax planning and estate & legacy planning.

### What credentials does Matthew Schwegman hold?

Matthew Schwegman holds the CFP credential.

### Is Matthew Schwegman registered with the SEC?

Yes. Matthew Schwegman is registered as an investment adviser representative in TX (CRD 5967562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ComposedPro manage?

ComposedPro reports $44.1M across 237 accounts in assets under management.

### How do I contact Matthew Schwegman?

Through Matthew's website, www.composedpro.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5967562): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.composedpro.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.