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CFP

Matthew Nadeau

Kingswood Wealth Advisors, LLC
21 Years of Experience
Roseville, CA
1 DisclosureBroker
View SEC Summary
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Matthew Nadeau is a CFP-designated registered investment advisor at Kingswood Wealth Advisors, LLC, based in Roseville, CA, with 21 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3500 Douglas Blvd, Suite 150, Roseville, CA, 95661

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew is the vice president and a board member of the Boys and Girls Club of Placer County, dedicating a few hours per week to planning, policy setting, trusteeship, and fundraising. He also represents and markets the DST (deferred sales trust) through Sutter Wealth as part of an estate planning team, spending minimal time on this activity.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
January 2023 - Present · 3 yrs 9 mos
Kingswood Capital Partners, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Resurgent Financial Advisors LLC
February 2022 - March 2023 · 1 yr 1 mo
Hayden Royal
April 2021 - March 2022 · 11 mos
Lord, Abbett & CO. LLC
May 2018 - April 2021 · 2 yrs 11 mos
Lord Abbett Distributor LLCBroker
May 2018 - April 2021 · 2 yrs 11 mos
Evergreen Investment Management CO
January 2010 - January 2010 · 0 mos
Wells Fargo Funds Management, LLC
January 2010 - May 2018 · 8 yrs 4 mos
Wells Fargo Funds Distributor, LLCBroker
January 2010 - May 2018 · 8 yrs 4 mos
Evergreen Investment Services, INC.Broker
March 2007 - January 2010 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
June 2003 - May 2005 · 1 yr 11 mos
State Registrations18 states
AZCACODCFLGAHIIDINMANCNHNVNYORTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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