# Matthew Snipes

> Matthew Snipes is a fee-only financial advisor at Topsail Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Matthew charges a percentage of assets (0.3% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and family wealth transfer.

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

## Facts

- **Firm:** Topsail Wealth Management
- **Based in:** Charlotte, North Carolina
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.3% a year on the first tier of assets managed
- **Assets under management (firm):** $1.31B across 729 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 5090137 (https://adviserinfo.sec.gov/individual/summary/5090137)
- **SEC registration:** Investment adviser representative in FL, NC, SC, TX
- **Exams passed:** Series 63 (2006), Series 65 (2007)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://topsailwealthmanagement.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Topsail Wealth Management 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.

### How much does Matthew charge?

According to Topsail Wealth Management's website, checked October 30, 2026: 0.3% a year on the first tier of assets managed.

### Where is Matthew Snipes based?

Matthew Snipes is based in Charlotte, North Carolina.

### What does Matthew specialize in?

Matthew's specialties include tax planning, estate & legacy planning and family wealth transfer.

### What credentials does Matthew Snipes hold?

Matthew Snipes holds the CFP credential.

### Is Matthew Snipes registered with the SEC?

Yes. Matthew Snipes is registered as an investment adviser representative in FL, NC, SC and TX (CRD 5090137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Topsail Wealth Management manage?

Topsail Wealth Management reports $1.31B across 729 accounts in assets under management.

### How do I contact Matthew Snipes?

Through Matthew's website, topsailwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5090137): 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://topsailwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

---

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