Buchanan Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Buchanan Wealth Management reports 185 clients. They include 110 high-net-worth individuals, 54 individual clients, and 19 pension and profit-sharing plans. Of its assets, 87.5% ($186M across 454 accounts) are managed with discretion; $26.5M across 19 accounts are not. A wrap fee program the firm both sponsors and manages holds $69.3M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 10% |
| High-net-worth individuals | 59% | 75% |
| Pension and profit-sharing plans | 10% | 12% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 54 | $21.9M | 10.3% | $406K |
| High-net-worth individuals | 110 | $159M | 75.2% | $1.45M |
| Pension and profit-sharing plans | 19 | $26.5M | 12.5% | $1.39M |
| Charitable organizations | Fewer than 5 | $4.22M | 2.0% | $2.11M |
| Total | 185 | $212M | 100% | — |
- Clients
- 54
- Regulatory AUM
- $21.9M
- AUM share
- 10.3%
- Avg. per client
- $406K
- Clients
- 110
- Regulatory AUM
- $159M
- AUM share
- 75.2%
- Avg. per client
- $1.45M
- Clients
- 19
- Regulatory AUM
- $26.5M
- AUM share
- 12.5%
- Avg. per client
- $1.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.22M
- AUM share
- 2.0%
- Avg. per client
- $2.11M
Total
- Clients
- 185
- Regulatory AUM
- $212M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Buchanan Wealth Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Comprehensive financial planning is billed at $300 an hour, charged as incurred, with the time needed based on scope and complexity.
- Hourly consulting
- Hourly consulting is generally $300 an hour, based on scope, complexity, time and expertise required.
- Retirement plan consulting
- Retirement plan consulting generally will not exceed 0.50% of plan assets plus a flat $500 fee per quarter, under a separate agreement.
Matthew Buchanan owns 75% or more of Buchanan Wealth Management. The leadership team of Buchanan Wealth Management includes Chief Compliance Officer Matthew Buchanan. It has 4 employees, 2 of them in advisory roles.
Leadership
Matthew BuchananManaging Member and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Buchanan Wealth Management, LLC
Matthew Buchanan
Control person · since September 2021
Buchanan Wealth Management’s regulatory assets grew 1.8× from $120M (March 2022) to $212M (August 2026); clients rose from 169 to 185 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $212M | 185 | 4 | 2 |
| March 2025 | $157M | 174 | 4 | 1 |
| February 2024 | $137M | 173 | 4 | 1 |
| March 2023 | $109M | 168 | 4 | 1 |
| March 2022 | $120M | 169 | 4 | 1 |
Besides its headquarters, Buchanan Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 11710 Plaza America Drive, Suite 2000, RestonHQ
Contact and registration details
- Legal name
- Buchanan Wealth Management, LLC
- Headquarters
- 11710 Plaza America Drive, Suite 2000, Reston, VA 20190
- Website
- buchananwealth.com
- Phone
- 703-956-2633
- @buchanan-wealth-management
- SEC file
- 801-122567
- Structure
- Virginia LLC
- Fiscal year end
- December
Buchanan Wealth Management uses LPL Financial ($186M, 91%) and Principal Securities ($18.3M, 9%) as custodians for its separately managed accounts. Buchanan Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $186M91%
- Principal SecuritiesPrincipal Securities, Inc. · Des Moines, IA · $18.3M9%
At year end, Buchanan Wealth Management’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Buchanan Wealth Management have?
Buchanan Wealth Management has 185 clients and manages $212 million for them, as of August 2026. They include 110 high-net-worth individuals, 54 individual clients, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Buchanan Wealth Management offer?
Buchanan Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Buchanan Wealth Management use?
Buchanan Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $186M and Principal Securities, Inc. (Des Moines, IA), with $18.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026
How many financial advisors does Buchanan Wealth Management have?
Buchanan Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Buchanan Wealth Management invest in?
At the end of its last fiscal year, Buchanan Wealth Management’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buchanan Wealth Management?
Buchanan Wealth Management’s direct owner is Matthew Buchanan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Buchanan Wealth Management get paid?
Buchanan Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Buchanan Wealth Management registered with the SEC?
Yes, Buchanan Wealth Management has been registered with the SEC as an investment adviser since 27 October 2021. Its CRD number is 316629 and its SEC file number is 801-122567.
Source: Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record
How do I contact Buchanan Wealth Management?
Buchanan Wealth Management’s main office is at 11710 Plaza America Drive, Suite 2000, Reston, VA 20190. Its phone number is 703-956-2633. Its website is buchananwealth.com.