Matthew Williams is a CFP-designated registered investment advisor at Valeo Financial Advisors, LLC, based in Richmond, VA, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,042 clients with $13B 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 $7.5M | 0.50% |
| $7.5M - $15.0M | 0.25% |
| $15.0M - $30.0M | 0.13% |
| $30M+ | 0.25% |
Fees are calculated based on net worth rather than traditional investment assets. All fees are negotiable, and a minimum annual fee of $10,000 applies. Valeo Essentials service is available at a flat 0.50% of net worth with a $2,500 minimum annual fee.
Fee Estimator
Location
9020 Stony Point Parkway, Suite 145, Richmond, VA, 23235
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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 →Employment History
Current Registrations
Valeo Financial Advisors, LLC
Previous Registrations
Acima Private Wealth LLC
Acima Private Wealth LLC
Heritage Wealth Advisors
Rtd Financial Advisors INC
Ameriprise Financial Services, INC.
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.
Exams
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