Brendan K. Roath

President

CFP®, Enrolled Agent

Website Money Matters, Inc

Money Matters, Inc.12800 Whitewater Drive, Suite 100, Minnetonka, MN 55343

Broker Affiliation: None/NA

Languages: English

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

Schedule a Consultation

Free initial consultation available

Financial Planner Certifications

Designations & Certifications

CFP®

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.
Project-Based: A one-time flat fee for a specific project—like a single topic or a complete financial plan. Ideal if you just need advice right now without an ongoing commitment.

Minimums

Household Income Minimum