Matthew Wells
Matthew Wells is a registered investment advisor at Greenbelt Investment Advisors, LLC, based in Round Rock, TX, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenbelt Investment Advisors' asset management fees are detailed in the Wrap Fee Program Brochure. For plans custodied with the plan provider, the annual fees are based on the market value of the included assets and shall not exceed 1.50%.
Location
100 E Main Street, Suite 101, Round Rock, TX, 78664
Get directionsHistory
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 may receive compensation for conducting insurance business, including life insurance. He dedicates minimal time to these activities.
Employment History
Current Registrations
Greenbelt Investment Advisors, LLC
Previous Registrations
Evolve Investment Advisors
Treaty Oak Investment Advisors, INC.
Sws Financial Services
Wm Financial Services, INC.
Wells Fargo Investments, LLC
Morgan Stanley
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.