Matthew Hearn
Matthew Hearn is a CFP-designated registered investment advisor at Cannon Wealth Management Services, based in Winston Salem, NC, with 21 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 411 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Location
2160 Country Club Road, Winston Salem, NC, 27104
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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 →Other Business ActivitiesSells Insurance
Matthew is a tax planner/advisor at Cannon & Co, LLP, and a registered representative with Private Client Services. He also works with Advisors Financial Group and Simplicity Group placing insurance, and runs Cannon Wealth Management Services LLC, dedicating about three-quarters of his time to it. Finally, Matthew is the president of Method To My Money, Inc., providing faith-based financial education.
Employment History
Current Registrations
Cannon Wealth Management Services
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations6 states
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