Matthew Schwegman
ComposedPro · San Antonio, Texas
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.
Request an introduction to Matthew →
Specialties
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 | $44.1M across 237 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5967562 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.composedpro.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $180 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- ComposedPro's average account is about $186,000, from its Form ADV (assets managed divided by 237 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Other advisors in Texas who focus on tax planning
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
- ComposedPro website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.