# Stephen Santangelo

> Stephen Santangelo is a fee-only financial advisor at Matriarch Wealth Management in Miami, Florida, who holds the CFA credential. Stephen focuses on founders (pre-exit), tax planning and family wealth transfer. Matriarch Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Matriarch Wealth Management
- **Based in:** Miami, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $267.3M across 300 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Tax planning, Family wealth transfer, Estate & legacy planning, Retirement with concentrated positions
- **Works with:** Founders, Executives, Ultra high net worth, Multi-generational families
- **CRD:** 6867469 (https://adviserinfo.sec.gov/individual/summary/6867469)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.matriarchwm.com

## Frequently asked questions

### Is Stephen Santangelo a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

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

### Where is Stephen Santangelo based?

Stephen Santangelo is based in Miami, Florida.

### What does Stephen specialize in?

Stephen's specialties include founders (pre-exit), tax planning, family wealth transfer, estate & legacy planning and retirement with concentrated positions. Stephen works with founders, executives, ultra high net worth and multi-generational families.

### What credentials does Stephen Santangelo hold?

Stephen Santangelo holds the CFA credential.

### Is Stephen Santangelo registered with the SEC?

Yes. Stephen Santangelo is registered as an investment adviser representative in FL and TX (CRD 6867469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Matriarch Wealth Management manage?

Matriarch Wealth Management reports $267.3M across 300 accounts in assets under management.

### How do I contact Stephen Santangelo?

Through Stephen's website, www.matriarchwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6867469): 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://matriarchwm.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.