Matthew Lee Evans

Rpg Family Wealth Advisory, LLC

26 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

510 W Pearce Blvd, Wentzville, MO, 63385

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2010

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew is an owner and insurance agent for Solae Group, LLC and Mortgage Free Life, LLC, selling insurance products since 2021 and 2023 respectively, taking about half of his time for each. He is also an Investment Advisor Representative (IAR) under the DBA The Innovative Group since September 2023 and trains/recruits agents for Mortgage Free Life, LLC, dedicating minimal time to this activity.