Matthew Zepp is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Richfield, OH, with 29 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
4150 Kinross Lakes Pkwy, Richfield, OH, 44286
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- William Matthews, CFPSchwab Wealth Advisory, INC.
- Kaija BruverisSchwab Wealth Advisory, INC.
- Michael Dempsey, CFPSchwab Wealth Advisory, INC.
- Ryan Vollweiler, CFPSchwab Wealth Advisory, INC.
- Amanda Crighton, CFPRabe Investment Consulting Group
- Jordan Howd, CFPValmark Advisers, INC.