Matthew Krouse
Matthew Krouse is a CFP-designated registered investment advisor at Opal Wealth Advisors, LLC, based in Alexandria, VA, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.
Location
Alexandria, VA
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Regulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Matthew is a board member of the Rotary Club of Pleasantville, a part of senior leadership for a support group called Man On Fire, and a financial advisor for Opal Wealth Advisors. He also works as an insurance agent providing insurance advice, dedicating full-time hours to both the financial advisor and insurance agent roles.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Edward JonesBroker
State Registrations15 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.