Matthew Miner is a CFP-designated registered investment advisor at Miner Wealth Management, based in Raleigh, NC, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 48 clients with $37M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.60% |
Fees are negotiable. Ongoing Comprehensive Financial Planning may be included without incurring an additional fee for clients engaging us for Investment Management Services.
Fee Estimator
Contact
Matthew Miner
Location
Raleigh, NC
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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 Activities
Matthew is the founder and host of the Work Pants Finance podcast and website, which focuses on personal finance and career topics, taking minimal time. He is also a partner at Meiners Homestead, managing timber revenue, and a 50% owner of Mr Mower Guy, a commercial landscaping company, each taking minimal time.
Employment History
Current Registrations
Miner Wealth Management
Previous Registrations
Plc Wealth Management, LLC
State Registrations2 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.
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