Matthew Wallen is a CFA, CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Fort Mill, SC, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
885 Gold Hill Road, Fort Mill, SC, 29708
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 Activities
Matthew is the founder of Confluence Wealth Management, offering investment advisory services, dedicating full-time hours. He is also a business advisor for Confluence Investment Management, spending a few hours per week evaluating business opportunities.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Mariner Independent
Mariner Platform Solutions
Adviceperiod, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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
More Advisors
- David Macaulay, CFP, ChFCMacaulay & Associates, LLC
- Adriana Mendez-Rugh, CFPWells Fargo Advisors
- Christopher Dadrat, CFPLPL Financial LLC
- James Roberts, CFPIntentional
- Nathalie Cote, CFPVeridos Capital LLC
- Kenneth Lake, ChFCCambridge Investment Research Advisors, INC.