# Matthew Short

> Matthew Short is a fee-only financial advisor at Tiller Private Wealth in Bethlehem, Pennsylvania, who holds the CFP credential. Matthew focuses on founders (pre-exit), small business owners and physicians & residents. Tiller Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tiller Private Wealth
- **Based in:** Bethlehem, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $730.3M across 1,409 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners, Physicians & residents, Family wealth transfer
- **Works with:** Executives, Founders, Physicians, Retirees, High earners
- **CRD:** 6151938 (https://adviserinfo.sec.gov/individual/summary/6151938)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.tillerpw.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Tiller Private Wealth 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, Tiller Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew Short based?

Matthew Short is based in Bethlehem, Pennsylvania.

### What does Matthew specialize in?

Matthew's specialties include founders (pre-exit), small business owners, physicians & residents and family wealth transfer. Matthew works with executives, founders, physicians, retirees and high earners.

### What credentials does Matthew Short hold?

Matthew Short holds the CFP credential.

### Is Matthew Short registered with the SEC?

Yes. Matthew Short is registered as an investment adviser representative in PA and TX (CRD 6151938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tiller Private Wealth manage?

Tiller Private Wealth reports $730.3M across 1,409 accounts in assets under management.

### How do I contact Matthew Short?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6151938): 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://tillerpw.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.