Matthew Welsh
Godshalk Welsh Capital Management · Radnor, Pennsylvania
Matthew Welsh is a fee-only financial advisor at Godshalk Welsh Capital Management in Radnor, Pennsylvania, who holds the CFP credential. Godshalk Welsh Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Godshalk Welsh Capital Management |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $290.5M across 266 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 2187819 |
| Exams passed | Series 63 (1991) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.godshalkwelsh.com |
| Profile |
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Questions about Matthew
Is Matthew Welsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Godshalk Welsh Capital 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, Godshalk Welsh Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Welsh based?
Matthew Welsh is based in Radnor, Pennsylvania.
What credentials does Matthew Welsh hold?
Matthew Welsh holds the CFP credential.
Is Matthew Welsh registered with the SEC?
Yes. Matthew Welsh is registered as an investment adviser representative in PA and TX (CRD 2187819), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Godshalk Welsh Capital Management manage?
Godshalk Welsh Capital Management reports $290.5M across 266 accounts in assets under management.
How do I contact Matthew Welsh?
Through Matthew's website, www.godshalkwelsh.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
- Godshalk Welsh Capital 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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