Matthew Lee Evans

Rpg Family Wealth Advisory, LLC

26 Years of Experience

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Firm Information

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Financial Planning:Included in AUM fee

Hourly Rate:Up to $500/hr

Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or for a fixed fee, which are negotiable. Investment advisory fees range from 0.25% to 1.50% annually, based on assets under management and the complexity of the client relationship. Fees are negotiable. Certain clients may have different fee schedules. The firm may use third-party investment managers, but does not earn compensation from them. Retirement plan advisory fees are up to 0.75% annually.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

510 W Pearce Blvd, Wentzville, MO, 63385

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2010

Settled

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Other Business ActivitiesSells Insurance

Matthew is an owner and insurance agent for Solae Group, LLC and Mortgage Free Life, LLC, selling insurance products since 2021 and 2023 respectively, taking about half of his time for each. He is also an Investment Advisor Representative (IAR) under the DBA The Innovative Group since September 2023 and trains/recruits agents for Mortgage Free Life, LLC, dedicating minimal time to this activity.