Matthew D'elia is a registered investment advisor at Triad Wealth Partners, LLC, based in Allentown, PA, with 1 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 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
1605 N. Cedar Crest Blvd, Allentown, PA, 18104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the Owner/President of Dacinia Digital, a digital agency focused on establishing and growing clients' online presence. He spends about 10-20% of his time managing clients and ensuring contracted work is completed effectively.
Employment History
Current Registrations
Triad Wealth Partners, LLC
State Registrations1 state
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