# Matthew Sexton

> Matthew Sexton is a fee-only financial advisor at Clear Harbor Asset Management in New York, New York, who holds the CFP, CIMA and MSFP credentials. Matthew focuses on estate & legacy planning and retirement planning. Clear Harbor Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Clear Harbor Asset Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.05B across 1,865 accounts
- **Credentials:** CFP, CIMA, MSFP
- **Specialties:** Estate & legacy planning, Retirement planning
- **CRD:** 2906497 (https://adviserinfo.sec.gov/individual/summary/2906497)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2004), Series 66 (2013)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://clearharboram.com

## Frequently asked questions

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

Yes. Matthew Sexton 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, Clear Harbor Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Matthew Sexton based?

Matthew Sexton is based in New York, New York.

### What does Matthew specialize in?

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

### What credentials does Matthew Sexton hold?

Matthew Sexton holds the CFP, CIMA and MSFP credentials.

### Is Matthew Sexton registered with the SEC?

Yes. Matthew Sexton is registered as an investment adviser representative in CT (CRD 2906497), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clear Harbor Asset Management manage?

Clear Harbor Asset Management reports $2.05B across 1,865 accounts in assets under management.

### How do I contact Matthew Sexton?

Through Matthew's website, clearharboram.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45270): 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 (https://clearharboram.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.