Matthew Buchanan is a registered investment advisor at Buchanan Wealth Management, based in Reston, VA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 174 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees are generally not negotiable.
Fee Estimator
Location
11710 Plaza America Drive, Suite 2000, Reston, VA, 20190
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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 Activities
Matthew owns rental real estate, dedicating minimal time to it. He also provides investment advisory services through Buchanan Wealth Management LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Buchanan Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations11 states
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