Richard Matthias
Matthias · Winter Park, Florida
Richard Matthias is a fee-only financial advisor at Matthias in Winter Park, Florida. Richard focuses on tax planning, estate & legacy planning and small business owners. Matthias reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Matthias |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.8M across 426 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6852492 |
| Exams passed | Series 65 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.matthiaspw.com |
How Richard's firm compares
- Matthias's average account is about $570,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Richard
Is Richard Matthias a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Matthias 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, Matthias, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Matthias based?
Richard Matthias is based in Winter Park, Florida.
What does Richard specialize in?
Richard's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Richard works with multi-generational families and founders.
Is Richard Matthias registered with the SEC?
Yes. Richard Matthias is registered as an investment adviser representative in FL (CRD 6852492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Matthias manage?
Matthias reports $242.8M across 426 accounts in assets under management.
How do I contact Richard Matthias?
Through Richard's website, www.matthiaspw.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
- Matthias 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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