MM
CFP
MM
CFP

Matthew Robert Mccreary

9 Years of Experience
Areas of Practice
Retirement PlanningEducation PlanningDivorce PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
118 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$308.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

200 Reservoir Street, Suite 303, Needham, MA, 02494

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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
Darrow Wealth Management
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Dimensional Fund Advisors LP
January 2016 - January 2022 · 6 yrs
Dfa Securities LLCBroker
September 2015 - January 2022 · 6 yrs 4 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Matthew Robert Mccreary - Financial Advisor | TrueAdvisor