Matthew Gentry is a CFP-designated registered investment advisor at Evidence Wealth, LLC, based in Bryan, TX, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 115 clients with $42M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
3851 Corporate Center Drive, Suite 111, Bryan, TX, 77802
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 ActivitiesSells Insurance
Matthew is affiliated with The National Benefit Corp selling non-variable insurance and spends minimal time with Financial Independence Group selling non-variable insurance. He also works with VisionPoint Advisory Group in various capacities, including as a DBA for LPL business, and serves as Interim Pastor of Administration at Emmanuel Baptist Church, dedicating about half his time to each of these roles.
Employment History
Current Registrations
Evidence Wealth, LLC
Previous Registrations
LPL Financial LLCBroker
Visionpoint Advisory Group
Securities America Advisors, INC.
Securities America, INC.Broker
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, 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.