Matthew Pierce is a CFA-designated registered investment advisor at Saecula Wealth LLC, based in Georgetown, KY, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Saecula Wealth charges an annual flat fee for wealth management services, which include both investment management and financial planning. The fee is determined by the complexity of your situation and the estimated time required, billed monthly in arrears. Annual fees range from $3,600 to $36,000 across three service tiers:
- Tier 1 - Foundations — $3,600 to $5,400 per year, designed for clients with simple financial situations like single or dual-income households without dependents
- Tier 2 - Stewardship — $6,000 to $9,000 per year, for families needing college planning or retirees needing retirement income strategies
- Tier 3 - Legacy — $9,600 to $36,000 per year, for business owners or clients with complex situations requiring in-depth planning and coordination
Location
Georgetown, KY
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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
Saecula Wealth LLC
Previous Registrations
Austin Wealth Management, LLC
The Wealth Consulting Group
LPL Financial LLCBroker
New England SecuritiesBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
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
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