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CFP
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CFP

Matthew Romeo

Everhart Advisors
22 Years of Experience
Fort Myers, FL
2 Disclosures
View SEC Summary
View SEC Summary

Matthew Romeo is a CFP-designated registered investment advisor at Everhart Advisors, based in Fort Myers, FL, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 2,912 clients with $2.5B in assets under management.

Everhart Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,912 clients
Average Client Portfolio
$846K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.80%
$10.0M - $20.0M0.60%
$20M+0.40%

Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12140 Carissa Commerce Court, Suite 104, Fort Myers, FL, 33966

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History

Regulatory History (2)
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
December 2023
Settled
Regulatory
January 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew is a member of 535 Metro Place South LLC, which owns Everhart Advisors' business location and rents a portion to tenants. He is also a consultant and non-executive chairman for Lighthouse Behavioral Health Solutions LLC, a partner in Chase Avenue Holdings LLC (rental property), and a partner in Cheer Combine LLC and Biscardi Romeo Lighthouse LLC (business investing).

Employment History
Current Registrations
Everhart Advisors
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Mid Atlantic Capital CorporationBroker
December 2015 - March 2020 · 4 yrs 3 mos
Cambridge Investment Research, INC.Broker
April 2004 - December 2015 · 11 yrs 8 mos
State Registrations3 states
FLOHTX
Advisor

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
No exam information available for this advisor.
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