Best Financial Advisors in MATTHEWS, North Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$392M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in MATTHEWS
#1
83
FAMILY WEALTH PARTNERS, LLC
MATTHEWS, NC · Since 2022
$392M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
79
SAPERE WEALTH MANAGEMENT, LLC
MATTHEWS, NC · Since 2002
$605M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
75
TASSEL CAPITAL MANAGEMENT, INC
MATTHEWS, NC · Since 2021
$266M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MATTHEWS?
The median advisory fee in MATTHEWS, NC is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.