Advisor at Structure Wealth Partners LLC
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Firm
Structure Wealth Partners LLC
Location
Orlando, FL 32801
Credentials
CFP®, Series 66
Industry experience
17 years
Matthew Giles is a CFP® and holds a Series 66 designation with 16 years of experience in financial advisory roles. He currently serves as the sole advisor at Structure Wealth Partners LLC, having previously worked at Collaborative Wealth Management, Inc. and Raymond James & Associates. Giles is a board member of the University Club of Winter Park and provides administrative and technical support for a local jewelry store, Joan Giles Collection. Structure Wealth Partners LLC offers portfolio management and financial planning services primarily to institutional and high-net-worth clients. The firm employs a blend of modern portfolio theory and cyclical analysis, utilizing a range of investment vehicles including ETFs, structured products, private investments, and digital assets, and provides both discretionary and non-discretionary management.
Based on Structure Wealth Partners LLC
Financial planning fixed fees up to $10,000 per engagement.
1.99% annually
Insurance commissions and other remuneration from insurance product sales separate from advisory fees.
Up to $500 per hour internal hourly rate for financial planning services.
450 S Orange Ave, 3 Rd Floor
Orlando, FL 32801
Florida
Structure Wealth Partners LLC
2025 - Present (1 year)
Collaborative Wealth Management, Inc.
2019 - 2025 (6 years)
Raymond James & Associates
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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