Matthew Stewart
Matthew Stewart is a CFP, ChFC-designated registered investment advisor at Forestview Financial Partners, LLC, based in Delaware, OH, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 58 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable. When Betterment is used as part of FFP’s Comprehensive Portfolio Management Services to a client, the annual fee schedule is as follows: - **First $1,000,000:** 0.85% per year (FFP: 0.65%, Betterment: 0.20%) - **$1,000,001 - $2,000,000:** 0.70% per year (FFP: 0.50%, Betterment: 0.20%) - **Over $2,000,000:** 0.45% per year (FFP: 0.25%, Betterment: 0.20%) FFP also offers Forestview Foundations Advisory Services, which uses Betterment LLC. The annual fee is 0.50% (FFP: 0.30%, Betterment: 0.20%).
Fee Estimator
Location
Delaware, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns The Benefits Design Group, LLC, an Ohio-licensed insurance agency. The agency earns commissions from the sale of life and health insurance contracts.
Employment History
Current Registrations
Forestview Financial Partners, LLC
Previous Registrations
Ing Financial Partners, INC
Mony Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.