Matthew Evans
Advisor at RPG Family Wealth Advisory, 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.
Advisor at RPG Family Wealth Advisory, 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.
Location
Wentzville, MO 63385
Credentials
Series 63, Series 65
Industry experience
26 years
Matthew Evans is a financial advisor with RPg Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes over two decades at First Heartland Capital and roles at Solae Group, LLC, and Mortgage Free Life, LLC, where he is involved in insurance sales and agent training. RPg Family Wealth Advisory offers customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, with portfolios constructed from equities, fixed income, mutual funds, ETFs, and alternative investments, and utilizes managed account programs and sub-advisors to implement strategies.
Based on RPG Family Wealth Advisory, LLC
Based on RPG Family Wealth Advisory, LLC
Fixed fees based on expected effort and duration, calculated at hourly rate
$0+: 0.25% +: 1.50%
Up to $500 per hour
510 W Pearce Blvd
Wentzville, MO 63385
Missouri · Texas
RPg Family Wealth Advisors, LLC d/b/a The Innovative Group
2023 - Present (3 years)
Mortgage Free Life, LLC
2023 - Present (3 years)
Solae Group, LLC
2020 - Present (6 years)
First Heartland Capital
1999 - 2021 (22 years)
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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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