Matthew Sullivan
RBG Wealth Advisors · Memphis, Tennessee
Matthew Sullivan is a fee-only financial advisor at RBG Wealth Advisors in Memphis, Tennessee. Matthew focuses on retirement planning, estate & legacy planning and tax planning. RBG Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | RBG Wealth Advisors |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $154.8M across 329 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 8235474 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | rbgwa.com |
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Questions about Matthew
Is Matthew Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and RBG Wealth Advisors 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, RBG Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Sullivan based?
Matthew Sullivan is based in Memphis, Tennessee.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with multi-generational families and founders.
Is Matthew Sullivan registered with the SEC?
Yes. Matthew Sullivan is registered as an investment adviser representative in TN and TX (CRD 8235474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RBG Wealth Advisors manage?
RBG Wealth Advisors reports $154.8M across 329 accounts in assets under management.
How do I contact Matthew Sullivan?
Through Matthew's website, rbgwa.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
- RBG Wealth Advisors 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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