Matthew James Tax & Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Matthew James Tax & Wealth Management LLC provides discretionary investment management, standalone financial planning, estate-document coordination and limited consulting to individuals, high‑net‑worth individuals, trusts and businesses. The firm’s stated focus includes retirement investing and income‑replacement planning, and it offers portfolio management for individual accounts using equities, ETFs and cash allocations.
The firm describes an active, fiduciary‑oriented investment process that may include private investments or alternatives where appropriate, and it accesses model portfolios and third‑party managers through a sub‑advisory relationship with Impact Partnership Wealth and the AE Wealth platform. Financial planning is offered as a fixed‑fee, standalone service delivered through an online planning tool, and estate document services are coordinated via a third‑party Encore platform with notary support available.
Compared with many peers, Matthew James is notable for sponsoring a wrap fee program and for its formal affiliation with a licensed insurance agency, with representatives who may also sell insurance and annuity products — arrangements the firm discloses as creating potential conflicts of interest. The firm also highlights its use of outside advisers and platform relationships to implement portfolios and is newly registered with no assets under management reported at the time of its initial filing.
Client services
Expertise
Fee options
Financial planning flat fees starting at $2,500; Estate planning flat fees starting at $3,500 through Encore
$0 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Insurance product sales (commissions vary by product and carrier)
$350/hour for proration in financial planning termination
Account minimum: $250,000
Main office
1011 Coolidge Blvd.
Lafayette LA 70503
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Matthew James Tax & Wealth Management L.L.C. · Rbr Wealth · Rbr Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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