Matthew Wright
Advisor at Cahill Financial Advisors, Inc. — Edina, MN
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.
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.
Credentials
CFA®, Series 63, Series 65
Experience Industry experience
16 years
Location
Edina, MN 55439
Cahill Financial Advisors, Inc.
Team
Matthew Wright is a CFA® charterholder with 16 years of industry experience. He is currently with Cahill Financial Advisors, Inc., where he has worked since 2025. His prior experience includes roles at Summit Wealth Advocates, LLC, Avantax Planning Partners, Inc., and LPWM LLC. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm uses client interviews to establish investment policies and implements diversified portfolios using mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.
Based on Cahill Financial Advisors, Inc.
Fixed fees for Financial Planning Services; varies by IAR and plan complexity, typically $0 to $5,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.40%
Varies by Investment Advisor Representative; hourly rates specified in Financial Planning Services Agreement; typical total cost ranges from $0 to $5,000.
Account minimum: $500,000
Edina, MN
7261 Ohms Lane
Edina MN 55439
Advisors at this office
9
Minnesota · Texas
16 years of industry experience
Cahill Financial Advisors
2025 - Present • 1 year
Edina, MN
Unemployed / Hiatus
2024 - 2025 • 1 year
Victoria, MN
LPWM LLC
2024 - 2024 • 1 year
Minneapolis, MN
Avantax Planning Partners, Inc.
2023 - 2024 • 1 year
Victoria, MN
Summit Wealth Advoctaes, LLC
2016 - 2024 • 8 years
Victoria, MN
Ameriprise
2016 - 2016 • 1 year
Edina, MN
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