Matthew Vance
VergePointe · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | VergePointe |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.3M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5040101 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | vergepointe.com |
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Questions about Matthew
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.
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
- VergePointe 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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