Matthew Schwegman
Advisor at ComposedPro, Inc.
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 ComposedPro, Inc.
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
ComposedPro, Inc.
Location
San Antonio, TX 78232
Credentials
CFP®, Series 65
Industry experience
14 years
Matthew Schwegman is a CFP® professional with 14 years of industry experience, operating as the sole advisor at ComposedPro, Inc. He also serves as CFO of Made in the Shade, a franchisor of custom window treatments, where he oversees financial, accounting, and tax activities. Additionally, he is president of two related businesses providing tax preparation and small business consulting services. ComposedPro, Inc. is an independent wealth management firm serving approximately 50 clients with financial planning, portfolio management, retirement-account advice, estate planning support, and access to alternative investments. The firm’s approach emphasizes goals-based planning, fee and tax reduction through disciplined portfolio construction, and specialized separately managed account solutions.
Based on ComposedPro, Inc.
$6,000 Fixed Subscription Fee for accounts under $500,000
$2,000,000+: 0.7% AUM Fee $500,000 - $1,999,999: 0.80% AUM Fee
Minimum fee: $6,000 Fixed Subscription Fee for accounts under $500,000
13750 San Pedro Ave, Suite 730
San Antonio, TX 78232
Texas
Made in the Shade
2023 - Present (3 years)
Composed Financial Management, PLLC
2018 - Present (8 years)
ComposedPro, Inc.
2018 - Present (8 years)
Matt Schwegman, CPA PLLC
2015 - Present (11 years)
Merlin1
2015 - 2023 (8 years)
Composed Financial Management, PLLC
2014 - 2018 (4 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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