# Matthew Vance

> Matthew Vance is a fee-only financial advisor at VergePointe in Lake Oswego, Oregon, who holds the CFP credential. Matthew focuses on real estate investors. VergePointe reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** VergePointe
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $283.3M across 215 accounts
- **Credentials:** CFP
- **Specialties:** Real estate investors
- **Works with:** Founders, Ultra high net worth
- **CRD:** 5040101 (https://adviserinfo.sec.gov/individual/summary/5040101)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://vergepointe.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and VergePointe 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, VergePointe, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Vance based?

Matthew Vance is based in Lake Oswego, Oregon.

### What does Matthew specialize in?

Matthew's specialties include real estate investors. Matthew works with founders and ultra high net worth.

### What credentials does Matthew Vance hold?

Matthew Vance holds the CFP credential.

### Is Matthew Vance registered with the SEC?

Yes. Matthew Vance is registered as an investment adviser representative in OR and TX (CRD 5040101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does VergePointe manage?

VergePointe reports $283.3M across 215 accounts in assets under management.

### How do I contact Matthew Vance?

Through Matthew's website, vergepointe.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5040101): 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://www.vergepointe.com/): specialties, clients served, and fees, checked October 30, 2026

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