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Matthew Bitter

Advisor at Black Knight Wealth Management, LLC

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Black Knight Wealth Management, LLC logo

Firm

Black Knight Wealth Management, LLC

Location

St. Charles, MO 63301

Credentials

Series 65

Industry experience

< 1 year

About

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Opulence Tax Group, NYLIFE Securities LLC, and New York Life Insurance Company. He is also an independent licensed insurance agent with Penn Mutual, where he reviews and recommends insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm uses a range of investment strategies and prepares customized Investment Policy Statements, managing accounts with a combination of fundamental, quantitative, and technical analysis.

Client services

Based on Black Knight Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Black Knight Wealth Management, LLC

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees up to $10,000, negotiable.

Percentage

$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Commissions

Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.

Project-based

Up to $350 per hour for financial planning services, negotiable.

Other

Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.

Location

105 N. Main St

St. Charles, MO 63301

Most active in

Missouri

Work history

Opulence Tax Group

2026 - Present (1 year)

Black Knight Wealth Management, LLC

2025 - Present (1 year)

Black Knight Wealth Management, LLC

2024 - 2025 (1 year)

NYLIFE Securities LLC

2024 - 2024 (1 year)

New York Life Insurance Company

2023 - 2024 (1 year)

NYLIFE Securities, LLC

2023 - 2023 (1 year)

Ferguson Financial Group

2023 - 2023 (1 year)

Unemployed

2023 - 2023 (1 year)

United Parcel Services

2022 - 2023 (1 year)

Unemployed

2022 - 2022 (1 year)

RSB

2019 - 2022 (3 years)

Lindenwood University

2018 - 2020 (2 years)

Unemployed

2018 - 2018 (1 year)

Saint Louis Pizza & Wings

2018 - 2020 (2 years)

Fox Senior Highschool

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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