Matthew Gordon Mckinnon

Whitwell Advisors

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Whitwell Advisors

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

319 clients

Average Client Portfolio

$353K average

Assets Under Management

$112.6M

Fee Structure

Minimum Investment:$1M

Location

Bee Cave, TX

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Whitwell Advisors

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Sax Wealth Advisors, LLC

August 2024 - October 2024 · 2 mos

Journey Wealth Partners

January 2024 - July 2024 · 6 mos

Wellesley Asset Management, INC.

June 2020 - September 2023 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.