Matthew Onstot
Matthew Onstot is a CFP-designated registered investment advisor at Wilon Wealth Management, based in Urbandale, IA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 347 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilon Wealth Management offers ongoing asset management services based on your individual goals and risk tolerance. The fees are based on the value of your account and are generally negotiable. The final fee schedule will be in your advisory agreement. You can terminate the agreement without penalty.
Location
2400 86th Street, Suite 32, Urbandale, IA, 50322
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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 →Other Business ActivitiesSells Insurance
Matthew is the owner of Wilon Wealth Management, College Street Enterprises, Whistling Ridge Farms, Guap LLC, KO Real Estate LLC, and KO Distributing d/b/a Burtek Dry Ice. He also works as an agent selling fixed insurance products and dedicates full-time hours to Wilon Wealth Management.
Employment History
Current Registrations
Wilon Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations12 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.