# Matthew Shapiro

> Matthew Shapiro is a fee-only financial advisor at MWS Capital Consultants in Glenview, Illinois. Matthew focuses on retirement planning and family wealth transfer. MWS Capital Consultants reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** MWS Capital Consultants
- **Based in:** Glenview, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $193.7M across 449 accounts
- **Specialties:** Retirement planning, Family wealth transfer
- **CRD:** 4639818 (https://adviserinfo.sec.gov/individual/summary/4639818)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.mwscapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and MWS Capital Consultants 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, MWS Capital Consultants, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Shapiro based?

Matthew Shapiro is based in Glenview, Illinois.

### What does Matthew specialize in?

Matthew's specialties include retirement planning and family wealth transfer.

### Is Matthew Shapiro registered with the SEC?

Yes. Matthew Shapiro is registered as an investment adviser representative in IL and TX (CRD 4639818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MWS Capital Consultants manage?

MWS Capital Consultants reports $193.7M across 449 accounts in assets under management.

### How do I contact Matthew Shapiro?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4639818): 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://mwscapital.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.