# Richard Matthews

> Richard Matthews is a fee-only financial advisor at Matthews Wealth Management in Greenville, South Carolina. Richard focuses on tax planning and estate & legacy planning. Matthews Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Matthews Wealth Management
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $39.3M across 256 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 4970587 (https://adviserinfo.sec.gov/individual/summary/4970587)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 66 (2005)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://matthewswm.com/

## Frequently asked questions

### Is Richard Matthews a fee-only financial advisor?

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

### How does Richard charge for financial advice?

Richard's firm, Matthews Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Matthews based?

Richard Matthews is based in Greenville, South Carolina.

### What does Richard specialize in?

Richard's specialties include tax planning and estate & legacy planning.

### Is Richard Matthews registered with the SEC?

Yes. Richard Matthews is registered as an investment adviser representative in NC and SC (CRD 4970587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Matthews Wealth Management manage?

Matthews Wealth Management reports $39.3M across 256 accounts in assets under management.

### How do I contact Richard Matthews?

Through Richard's website, matthewswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4970587): 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.matthewswm.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.