MS
CFP
MS
CFP

Matthew Semeyn

19 Years of Experience
Houston, TX
BrokerSells Insurance

Matthew Semeyn is a CFP-designated registered investment advisor at Mckinney Capital Management, based in Houston, TX, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 689 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
689 clients
Average Client Portfolio
$357K average
Assets Under Management
$246.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiable based on the size and nature of the relationship, services rendered, complexity of investments, time commitments, and travel requirements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8 Greenway Plaza, Suite 1350, Houston, TX, 77046

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent. He is also a partner in McKinney Capital Management, owner of MCM Tax, and managing partner of Fix My 401k and Fix My 403b, dedicating about a quarter of his time to McKinney Capital Management and a few hours per week to Fix My 401k and Fix My 403b.

Employment History
Current Registrations
Mutual Securities, INC.Broker
December 2025 - Present · 5 mos
Mckinney Capital Management
December 2025 - Present · 5 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - December 2025 · 1 yr 9 mos
Cetera Advisors LLC
November 2015 - March 2024 · 8 yrs 4 mos
Cetera Advisors LLCBroker
November 2015 - December 2025 · 10 yrs 1 mo
Securities America Advisors, INC.
August 2009 - November 2015 · 6 yrs 3 mos
Securities America, INC.Broker
December 2008 - November 2015 · 6 yrs 11 mos
Hanson McclainBroker
January 2008 - December 2008 · 11 mos
Securities America, INC.Broker
January 2007 - December 2007 · 11 mos
State Registrations16 states
ALARAZCAFLGAIAIDMIMONCNMNYOKTXVA
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.
Matthew Semeyn - Financial Advisor | TrueAdvisor