Matthew Tarkington
WholeHuman Wealth Management · Lewisville, Texas
Matthew Tarkington is a fee-only financial advisor at WholeHuman Wealth Management in Lewisville, Texas. Matthew focuses on retirement planning and small business owners. WholeHuman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | WholeHuman Wealth Management |
|---|---|
| Based in | Lewisville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $43M across 90 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7991512 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.directional-advisors.com |
| Profile |
How Matthew's firm compares
- WholeHuman Wealth Management's average account is about $478,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Matthew
Is Matthew Tarkington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and WholeHuman 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's firm, WholeHuman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Tarkington based?
Matthew Tarkington is based in Lewisville, Texas.
What does Matthew specialize in?
Matthew's specialties include retirement planning and small business owners.
Is Matthew Tarkington registered with the SEC?
Yes. Matthew Tarkington is registered as an investment adviser representative in TX (CRD 7991512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WholeHuman Wealth Management manage?
WholeHuman Wealth Management reports $43M across 90 accounts in assets under management.
How do I contact Matthew Tarkington?
Through Matthew's website, www.directional-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lewisville
Other advisors in Texas who focus on retirement planning
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
- WholeHuman 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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