Match Grade Advisors, LLC
Match Grade Advisors is a fee-only fiduciary financial advisory firm in Greenville, SC, serving mid-market corporate 401(k) plan sponsors and individuals with holistic financial planning, founded in 2018 by a 5-person team.
- Company typePrivate
- Founded2018
- HeadquartersGreenville, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Match Grade Advisors, LLC does
Match Grade Advisors, LLC is a privately held, fee-only financial advisory firm headquartered at 400 Pettigru Street in Greenville, South Carolina, co-founded in 2018 by Tripp Welch (CFP, AIF) and J. Carson Vaughan (QKA, CPFA). The firm operates as a registered investment adviser (SEC CRD 299181) under a fiduciary standard, legally obligated to act in clients' best interest and prohibited from accepting commissions or third-party compensation. It serves two primary customer segments: mid-market corporate sponsors of 401(k) and other qualified retirement plans, and individuals seeking holistic financial planning. The team is intentionally small — five professionals carrying approximately 90 years of combined experience across financial planning, qualified-plan administration, actuarial consulting, and tax/accounting services.
The firm delivers its corporate practice through four integrated offerings: investment management, participant education and one-on-one advice, plan design and consulting, and fiduciary management (where the firm signs on as a named fiduciary). For individuals, it offers investment planning, tax planning, retirement income planning, and estate planning. Pricing is flexible, including flat-fee, asset-based, and annual fee structures billed annually; the firm explicitly does not promote or sell proprietary products. Marketing and client acquisition are relationship-forward: referrals, word-of-mouth, and the firm's website (matchgradeadvisors.com) with separate intake forms for individual and corporate prospects. No proprietary technology platform, integrations, or AI tooling are disclosed, and the homepage displays placeholder AUM and client-count metrics of zero, suggesting either an early-stage book or unfilled template data.
Match Grade Advisors, LLC firmographics
Firmographics- Name
- Match Grade Advisors, LLC
- Legal name
- Match Grade, LLC
- Website
- https://matchgradeadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Match Grade Advisors is a fee-only fiduciary financial advisory firm in Greenville, SC, serving mid-market corporate 401(k) plan sponsors and individuals with holistic financial planning, founded in 2018 by a 5-person team.
- Ownership category
- akta.pro rank
Match Grade Advisors, LLC industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Match Grade Advisors, LLC is headquartered
LocationHeadquarters
- HQ city
- Greenville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Match Grade Advisors, LLC business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Advisory: Fee-only advisors legally obligated to act in clients' best interest. They cannot accept compensation from anyone but the client. Multiple fee structures available including flat fee, asset-based fee, and annual fee arrangements. No commissions or product sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Annual | Flexible fee structures - Flat fee, asset-based fee, and/or annual fee options |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Match Grade Advisors, LLC product offering
Product offeringCore offering
Match Grade Advisors is a fee-based financial advisory firm that delivers corporate retirement plan services (Investment Management, Education & Advice, Plan Design & Consulting, and Fiduciary Management) to business sponsors and comprehensive personal financial planning (Investment, Tax, Retirement, and Estate Planning) to individuals. The firm is compensated through flat fees, asset-based fees, and/or annual fees with no commissions or proprietary product sales.
Product overview
Match Grade Advisors is a fee-based financial advisory firm offering two primary service lines: corporate retirement plan services and individual financial planning. The corporate services include Investment Management, Education & Advice, Plan Design & Consulting, and Fiduciary Management. Individual services include Investment Planning, Tax Planning, Retirement Planning, and Estate Planning. The firm operates on a fee-based model with no commissions or proprietary products.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Retirement Plan Services
Companies that use Match Grade Advisors, LLC
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Match Grade Advisors, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Match Grade Advisors, LLC partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Match Grade Advisors, LLC competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Match Grade Advisors, LLC social profiles
Digital presenceMatch Grade Advisors, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Match Grade Advisors, LLC leadership team
Management profileNumber of profiles
Profiles5 records
Match Grade Advisors, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Match Grade Advisors, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Match Grade Advisors, LLC
What does Match Grade Advisors, LLC do?
Match Grade Advisors is a fee-based financial advisory firm that delivers corporate retirement plan services (Investment Management, Education & Advice, Plan Design & Consulting, and Fiduciary Management) to business sponsors and comprehensive personal financial planning (Investment, Tax, Retirement, and Estate Planning) to individuals. The firm is compensated through flat fees, asset-based fees, and/or annual fees with no commissions or proprietary product sales.
Is Match Grade Advisors, LLC a public or private company?
Match Grade Advisors, LLC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Match Grade Advisors, LLC founded?
Match Grade Advisors, LLC was founded in 2018. It employs 1 to 10 people.
Where is Match Grade Advisors, LLC based?
Match Grade Advisors, LLC is headquartered in Greenville, United States, in the North America region.
How does Match Grade Advisors, LLC make money?
One revenue line is on record: fee-Based Financial Advisory.
Does Match Grade Advisors, LLC have an API?
No public API is recorded for Match Grade Advisors, LLC.
What industry is Match Grade Advisors, LLC in?
Match Grade Advisors, LLC's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.