RM
CFP
RM
CFP
Reid Matthews
24 Years of Experience
San Diego, CA
1 DisclosureBroker
Reid Matthews is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2008Closed-No Action
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
October 2014 - March 2021 · 6 yrs 5 mos
RBC Capital Markets, LLCBroker
October 2014 - March 2021 · 6 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2014 · 6 yrs 9 mos
Wells Fargo Advisors, LLC
January 2008 - October 2014 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.
May 2002 - January 2008 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
February 2002 - January 2008 · 5 yrs 11 mos
Continental Capital Investment Services, INC.Broker
November 2001 - January 2002 · 2 mos
Woodbury Financial Services, INC.Broker
October 2001 - November 2001 · 1 mo
State Registrations27 states
AZCACOFLGAHIIDILMAMDMIMTNCNJNMNVNYOHORPATNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.