# Philip Reuer

> Philip Reuer is a fee-only financial advisor at Matt Calcagno in San Diego, California, who holds the CFP credential. Philip focuses on retirement planning. Matt Calcagno reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Matt Calcagno
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $489.0M across 1,279 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 8045419 (https://adviserinfo.sec.gov/individual/summary/8045419)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://mattcalcagno.com/

## Frequently asked questions

### Is Philip Reuer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Matt Calcagno reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Philip charge for financial advice?

Philip's firm, Matt Calcagno, reports charging a percentage of assets on its SEC Form ADV.

### Where is Philip Reuer based?

Philip Reuer is based in San Diego, California.

### What does Philip specialize in?

Philip's specialties include retirement planning. Philip works with pre-retirees.

### What credentials does Philip Reuer hold?

Philip Reuer holds the CFP credential.

### Is Philip Reuer registered with the SEC?

Yes. Philip Reuer is registered as an investment adviser representative in CA (CRD 8045419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Matt Calcagno manage?

Matt Calcagno reports $489.0M across 1,279 accounts in assets under management.

### How do I contact Philip Reuer?

Through Philip's website, mattcalcagno.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8045419): 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://mattcalcagno.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.