Matthew Barnard is a CFP-designated registered investment advisor at Maplewood Wealth, based in Arlington Heights, IL, with 11 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, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 8 clients with $3.5M 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 | 0.50% |
Investment management is included at no additional cost for clients paying for ongoing financial planning. Standalone or alternative investment management is available at an annual rate of 0.50% of the portfolio.
Fee Estimator
Contact
Matthew Barnard
Location
Arlington Heights, IL
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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
Maplewood Wealth
Previous Registrations
Sullivan Mermel, INC.
Shankervalleau Wealth Advisors, INC.
Country Capital Management CompanyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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
Additional Information
I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions.
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