Matrix Wealth Advisors, Inc.

Matrix Wealth Advisors, Inc. (CRD# 109873) is a financial advisory firm headquartered in Charlotte, NC. They manage $248,549,144 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,788,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Matrix Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jonie M. Parks
CRD#: 2277525
831 East Morehead St., Suite 760, Charlotte, NC 28202
96
Wealthminder
score

Jonie Parks (CRD# 2277525) is an Investment Advisor Representative working at Matrix Wealth Advisors, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry. Jonie Parks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kimberly K. Wilhelm
CRD#: 2569585
831 East Morehead St, Suite 760, Charlotte, NC 28202
93
Wealthminder
score

Kimberly Wilhelm (CRD# 2569585) is an Investment Advisor Representative working at Matrix Wealth Advisors, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.

3
Giles K. Almond
CRD#: 4370290
1001 Morehead Square Drive, Suite 300, Charlotte, NC 28203
90
Wealthminder
score

Giles Almond (CRD# 4370290) is an Investment Advisor Representative working at Matrix Wealth Advisors, Inc. in Charlotte, NC and has 1 year of experience in the finance industry. Giles Almond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lucy L. Goins
CRD#: 6123431
831 East Morehead Street, Suite 760, Charlotte, NC 28202
89
Wealthminder
score

Lucy Goins (CRD# 6123431) is an Investment Advisor Representative working at Matrix Wealth Advisors, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.

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