Matthew Evans
Matthew Evans is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Wentzville, MO, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 600 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
510 W Pearce Blvd, Wentzville, MO, 63385
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other 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.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
Msl Advisors, LLC
Bison Advisors
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
State Registrations2 states
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.
Exams
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