Advisor at Alexander Randolph Advisory 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.
Location
Reston, VA 20191
Credentials
CFP®, CFA®, Series 63
Industry experience
24 years
Matthew Shriver is a CFP®, CFA®, and Series 63 credentialed advisor with 24 years of experience. He has been with Alexander Randolph Advisory, Inc. since 2002. The firm provides investment management, wealth management, and financial planning services to individuals, trusts, retirement plans, and charitable organizations. Alexander Randolph Advisory customizes portfolios based on client-specific investment policy statements and emphasizes fundamental analysis, low-cost funds, and transaction cost minimization, managing approximately $364 million across 143 client portfolios.
Based on Alexander Randolph Advisory Inc
One-time financial plan fees based on hours at $300-$750 per hour
$0 - $500,000: 1% annually $500,000+: 0.5% annually
$300-$750 per hour for wealth management and financial planning services
Minimum fee: Generally $5,000 annual minimum fee for new clients, waivable if expected fees reach $5,000 within 1-2 years Fee-only: Investment management fees based on AUM; no commissions or sales charges accepted
1902 Campus Commons Drive, Suite 410
Reston, VA 20191
Virginia
Alexander Randolph Advisory, Inc.
2002 - Present (24 years)
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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.
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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Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.
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David N. Hainsworth, C.P.A., P.C.
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