Wells Fargo Advisors
47yrs
Top advisor by experience in Frontenac
4yrs
Matthew Bernstein has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Frontenac, Missouri. Matthew has been with Wells Fargo Advisors since 2022. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 170 advisors with offices in Frontenac, and one of 160 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office10369 Clayton Rd, Frontenac, MO 63131
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Wells Fargo Advisors at 314-875-3000 and ask for Matthew Bernstein. Matthew works from the Frontenac, MO office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Missouri
Merrill
47yrs
Top 1% by experience in Missouri
Wells Fargo Advisors
47yrs
Top 1% by experience in Missouri
Wells Fargo Advisors
47yrs
Top 1% by experience in Missouri
Wells Fargo Advisors
47yrs
Top 1% by experience in Missouri