MN
CFA
MN
CFA

Matthew Nadeau

19 Years of Experience
Barrington, IL

Matthew Nadeau is a CFA-designated registered investment advisor at Barzideh & Nadeau Wealth Management LLC, based in Barrington, IL, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 80 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
80 clients
Average Client Portfolio
$557K average
Assets Under Management
$44.6M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 E. Main St., #102, Barrington, IL, 60010

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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.

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Employment History
Current Registrations
Barzideh & Nadeau Wealth Management LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Apollon Wealth Management, LLC
June 2023 - February 2025 · 1 yr 8 mos
Piershale Financial Group, INC.
August 2011 - September 2023 · 12 yrs 1 mo
Triad Advisors LLCBroker
April 2011 - February 2018 · 6 yrs 10 mos
Raymond James Financial Services Advisors, INC
January 2009 - May 2011 · 2 yrs 4 mos
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Raymond James Financial Services, INC.Broker
June 2008 - May 2011 · 2 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - May 2008 · 2 mos
E*trade Securities LLCBroker
April 2006 - December 2007 · 1 yr 8 mos
Ameriprise Financial Services, INC.
September 2005 - February 2006 · 5 mos
Ameriprise Financial Services, INC.Broker
September 2005 - February 2006 · 5 mos
Ids Life Insurance CompanyBroker
September 2005 - February 2006 · 5 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.