Richard Matthews
Matthews Wealth Management · Greenville, South Carolina
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.
Request an introduction to Richard →
Specialties
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 | $39.3M across 256 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 4970587 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | matthewswm.com |
How Richard's firm compares
- Matthews Wealth Management's average account is about $154,000, from its Form ADV (assets managed divided by 256 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
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.
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
- Matthews Wealth 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.
See something wrong? Request a correction. Read our methodology.