# Matthew Sopher

> Matthew Sopher is a fee-only financial advisor at Intrack Investment Management in South Burlington, Vermont. Intrack Investment Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-sopher/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Intrack Investment Management
- **Based in:** South Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $275.7M across 590 accounts
- **CRD:** 4820463 (https://adviserinfo.sec.gov/individual/summary/4820463)
- **SEC registration:** Investment adviser representative in NH, VT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.intrackinvest.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Intrack Investment 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's firm, Intrack Investment Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Matthew Sopher based?

Matthew Sopher is based in South Burlington, Vermont.

### Is Matthew Sopher registered with the SEC?

Yes. Matthew Sopher is registered as an investment adviser representative in NH and VT (CRD 4820463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intrack Investment Management manage?

Intrack Investment Management reports $275.7M across 590 accounts in assets under management.

### How do I contact Matthew Sopher?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4820463): 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

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