Matthew Gaffey is a CFP, ChFC-designated registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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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.
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Matthew is an IAR of Spire Wealth Management. He is also a passive investor in NexGen (5% ownership) and LNA (45% ownership), dedicating no time to either operation.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Cambridge Investment Research, INC.Broker
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.