About Measured Risk Portfolios
Measured Risk Portfolios is a registered investment adviser. Investment advisory services are provided through Measured Risk Portfolios. Measured Risk Portfolios and Matt Reese, CPA are separate legal entities. Clients are not required to engage both entities.
Registration with the Securities and Exchange Commission (SEC) or a state securities authority does not imply a certain level of skill or training.
Form ADV Part 2A — Firm Brochure
Form ADV Part 2A (Firm Brochure) describes our advisory services, fees, conflicts of interest, disciplinary history, and other material information about our firm. You are entitled to receive a copy of this document before or at the time you enter into an investment advisory agreement with us.
Form ADV Part 3 — Client Relationship Summary (CRS)
Form ADV Part 3, also known as the Client Relationship Summary (CRS), provides a brief overview of our services, fees, conflicts of interest, legal and disciplinary history, and how to get more information. The CRS is designed to help you understand what type of relationship you would have with us and to compare us with other financial professionals.
The CRS is included in the MRP Disclosures 2025 document. You may also request a copy by contacting us directly.
How to request documents
You may request copies of Form ADV Part 2A and Form ADV Part 3 (CRS) at no charge by:
- Scheduling a call — book a time using our scheduling link: Schedule a planning call
- Email — compliance@reesetaxwealth.com
We will provide the requested documents promptly upon receipt of your request.
SEC EDGAR
Registered investment advisers are required to file Form ADV with the SEC or applicable state regulator. You may search for Measured Risk Portfolios and verify our registration status at adviserinfo.sec.gov.
Entity disclosure
Tax and accounting services are provided through Matt Reese, CPA. Investment advisory services are provided through Measured Risk Portfolios, a registered investment adviser. Matt Reese, CPA and Measured Risk Portfolios are separate entities. Clients are not required to engage both.