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Matthew Wells

Strategic Advisers LLC
11 Years of Experience
Lees Summit, MO
1 DisclosureBroker
View SEC Summary
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Matthew Wells is a registered investment advisor at Strategic Advisers LLC, based in Lees Summit, MO, with 11 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

Location

Lees Summit, MO

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History

Regulatory History (1)
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Criminal
February 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
July 2022 - Present · 4 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2022 - March 2025 · 2 yrs 5 mos
Planmember Securities CorporationBroker
August 2021 - May 2022 · 9 mos
Planmember Securities Corporation
August 2021 - May 2022 · 9 mos
Waddell & ReedBroker
November 2020 - January 2021 · 2 mos
Waddell & Reed
November 2020 - January 2021 · 2 mos
BMO Harris Financial Advisors, INC
May 2018 - April 2019 · 11 mos
BMO Harris Financial Advisors, INC.Broker
May 2018 - April 2019 · 11 mos
Gwfs Equities, INC.Broker
January 2018 - May 2018 · 4 mos
Scottrade Investment Management
January 2017 - May 2017 · 4 mos
Scottrade, INC.Broker
August 2015 - May 2017 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - July 2015 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - July 2015 · 4 mos
U.S. Bancorp Investments, INC.Broker
June 2014 - March 2015 · 9 mos
J.P. Morgan Institutional Investments INC.Broker
May 2011 - March 2013 · 1 yr 10 mos
New England SecuritiesBroker
July 2004 - December 2004 · 5 mos
State Registrations52 states
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AdvisorBrokerBoth

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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