Matthew Snipes
Topsail Wealth Management · Charlotte, North Carolina
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.
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Specialties
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 | $1.31B across 729 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, SC, TX · CRD 5090137 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | topsailwealthmanagement.com |
| Profile |
How Matthew's firm compares
- Topsail Wealth Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 729 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Topsail Wealth Management 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.
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