Matthew Lee Evans
Investment adviser representative at Rpg Family Wealth Advisory, LLC
27 yearsExperience
2 statesRegistered in
$700.7MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Rpg Family Wealth Advisory, LLCSep 2023 to now
- Rpg Family Wealth Advisors, LLC d/b/a the Innovative GroupSep 2023 to now
- Mortgage Free Life, LLCMar 2023 to now
- Solae Group, LLCNov 2020 to now
- First Heartland CapitalMay 1999 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Rpg Family Wealth Advisory, LLC
$700.7MAssets managed
600Clients
13Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3234682
- Firm CRD
- 158528