Advisor at Legacy Capital Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Capital Wealth Partners, LLC
Location
Rogers, AR 72758
Credentials
CFP®
Industry experience
1 year
Matthew Koll is a CFP® professional with over one year of experience in financial advising. He has worked at Legacy Capital Wealth Partners since 2024 and previously held roles at Arvest Bank and First Community Trust. Prior to his financial career, he served 18 years in the United States Navy. Koll is involved in the community as president of the St. Vincent de Paul Catholic School board and serves on the boards of Big Brother Big Sister NWA and the Mercy Foundation Planned Giving Committee. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering holistic financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, and individual securities.
Based on Legacy Capital Wealth Partners, LLC
Financial planning services range from $2,500 to $10,000 (negotiable), consulting services charged on a negotiated flat fee basis.
$0+: 0.50% - 1.50% annually (negotiable based on factors including size, complexity, service intensity) $0+: Up to 1.50% annually for retirement plan advisory services (negotiable)
Certain advisory persons receive commissions from securities and insurance sales, separate from advisory fees.
Account minimum: $500,000 Fee-only: Percentage of assets under management (0.50% - 1.50% annually), Fixed fees for financial planning ($2,500 to $10,000, negotiable), Flat fees for consulting (negotiated)
5502 Walsh Lane, Suite 103
Rogers, AR 72758
Arkansas
Legacy Capital Wealth Partners
2024 - Present (2 years)
Arvest Bank
2021 - 2024 (3 years)
First Community Trust
2018 - 2021 (3 years)
United States Navy
2000 - 2018 (18 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.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
CFA®, Series 65
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CFP®, Series 66
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