Matt-Magee, CFP®
We take your personal finances personal.
5.0
Average rating
1
Client Review
0.75% to 1.25%
Percentage of Assets (AUM)
$1M
Minimum Investible Assets
N/A
Minimum Annual Income
What Our Clients Say
5.0
1 Client Review
Christian Strickland
October 21, 2025
Client from 2010 - 2022
5.0
Reason for working with Matt-Magee, CFP®
Initially based on experience and credentials
Experience working with Matt-Magee, CFP®
Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$1,000,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ Alternative Investments
✔ Cash Flow Planning
✔ Debt Management
✔ Estate Planning
✔ Executive Compensation
✔ Family Office Services
✔ Financial Advice & Coaching
✔ Financial Planning
✔ Insurance/Risk Management
✔ Life Transition Planning
✔ Portfolio Management
✔ Real Estate Advisory
✔ Social Security Planning
✔ Wealth Management
✔ Asset Allocation
✔ Business Succession Planning
✔ Charitable Giving
✔ College/Education Planning
✔ Education Planning
✔ Exit Planning
✔ Insurance Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Trust Services
✔ Tax Strategy
✔ Risk Management
✔ Retirement Planning
✔ Portfolio Rebalancing
✔ Philanthropic Planning
✔ 401(k) & IRA Management
✔ Family Wealth Transfer
✔ Pension Planning
✔ Individual Tax Services
Our Ideal Client Profile
I help Texas business owners, within a few years of selling their company, turn potential liquidity into lasting wealth and simplify the financial complexity.
We're Probably Not A Good Fit If
✗ I’m not a fit for those seeking quick wins or individuals unwilling to engage in a collaborative planning process. Clients looking for transactional advice instead of a long-term partnership won't find value here.
How We Work
1
Introductory Conversation
This is where we begin to see if we're a mutual fit and if we can deliver value to your situation.
2
Follow Up Meeting/ Review Financial Plan if Built Out
This meeting can go many different ways, but we usually have built out a financial plan and determine if it makes sense to work together.
3
Onboarding
This is where we gather statements, sign paperwork, open accounts, and transfer accounts. We make sure we're totally aligned on investments and a plan is in place for how accounts will be invested.
4
First Review Post Transfer
Review all the transfers, handle any remaining administrative work. Then get to work on larger projects and financial goals. Set the cadence of communication and meeting schedule.
Behind The Scenes At Matt-Magee, CFP®
Tax Strategies for Wealthy Investors
Estate Planning Essentials
Philanthropic Giving in 2025 and 2026
The One Big Beautiful Bill
Creating Financial Systems that Work
Taking Appropriate Risk
Reducing Financial Strain
Transparent Pricing
Looking for high value, personalized advice? Look no further.
0.75% to 1% Percentage of Assets (AUM)
Frequently Asked Questions
Get answers to the most common questions about Matt-Magee, CFP®
When should high-net-worth individuals consider hiring a financial advisor?
You should consider hiring a financial advisor once you reach around $500,000–$1M in investable assets or if your finances become complex due to business ownership, inheritance, or multiple properties. For high-net-worth families with $1–10M, an advisor can add significant value through tax planning, estate strategies, and personalized wealth management.
Do wealthy people really need financial advisors, or can they manage wealth on their own?
Most wealthy individuals do use financial advisors; studies show 70–90% of high-net-worth families work with one. Advisors provide expertise in tax efficiency, estate planning, and long-term strategy. Even sophisticated investors often outsource to save time and avoid costly mistakes.
What should high-net-worth families look for in a financial advisor?
Look for an advisor who is a fiduciary (legally required to act in your best interest), has experience with $1–10M+ clients, and offers holistic planning that goes beyond investments. This includes tax strategies, estate planning, and personalized service tailored to your goals.
How can a financial advisor support divorced women or non-financial spouses after a divorce?
A financial advisor can help newly divorced or non-financial spouses by building budgets, projecting long-term income needs, and managing settlement assets. They also provide education and guidance so clients feel more confident making financial decisions on their own.
Is paying 1% to a financial advisor worth it?
It can be worth it if your advisor provides more than just investment management. For high-net-worth families, paying 1% often makes sense when it includes tax strategies, estate planning, and ongoing personal guidance. The long-term savings and risk reduction often outweigh the fee.
About Matt-Magee, CFP®
At mForce Capital, we take wealth management personally. We specialize in guiding high-net-worth families and business owners through complex wealth, tax, and estate planning decisions with care and attention that larger firms can’t match. Our approach blends sophisticated investment strategies with tailored, real-world planning so every client feels understood, protected, and empowered to grow and transfer wealth with confidence.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
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