# Matthew Woodlief

> Matthew Woodlief is a fee-only financial advisor at Private Wealth Management of NC in Henderson, North Carolina. Matthew focuses on retirement planning, estate & legacy planning and tax planning. Private Wealth Management of NC reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Private Wealth Management of NC
- **Based in:** Henderson, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $162.8M across 742 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 6009149 (https://adviserinfo.sec.gov/individual/summary/6009149)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.pwmofnc.com/

## Frequently asked questions

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

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

### Where is Matthew Woodlief based?

Matthew Woodlief is based in Henderson, North Carolina.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with retirees, pre-retirees and early-career professionals.

### Is Matthew Woodlief registered with the SEC?

Yes. Matthew Woodlief is registered as an investment adviser representative in NC (CRD 6009149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Wealth Management of NC manage?

Private Wealth Management of NC reports $162.8M across 742 accounts in assets under management.

### How do I contact Matthew Woodlief?

Through Matthew's website, www.pwmofnc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6009149): 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.pwmofnc.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.