Rodney Roath
Money Matters · Minnetonka, Minnesota
Rodney Roath is a fee-only financial advisor at Money Matters in Minnetonka, Minnesota, who holds the CFP credential. Money Matters reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Money Matters |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.6M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2948627 |
| Exams passed | Series 66 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.money-matters.us |
How Rodney's firm compares
- Money Matters's average account is about $234,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Rodney
Is Rodney Roath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Money Matters reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney's firm, Money Matters, reports charging a percentage of assets on its SEC Form ADV.
Where is Rodney Roath based?
Rodney Roath is based in Minnetonka, Minnesota.
What credentials does Rodney Roath hold?
Rodney Roath holds the CFP credential.
Is Rodney Roath registered with the SEC?
Yes. Rodney Roath is registered as an investment adviser representative in MN (CRD 2948627), 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 Money Matters manage?
Money Matters reports $24.6M across 105 accounts in assets under management.
How do I contact Rodney Roath?
Through Rodney's website, www.money-matters.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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
- 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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