Matthew Zolton is a CFP-designated registered investment advisor at Zolton Wealth, based in Olathe, KS, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 14 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are negotiable and may vary by client. Ongoing comprehensive financial planning is included at no extra cost for clients with at least $500,000 under management.
Fee Estimator
Location
Olathe, KS
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Regulatory History (1)
Employment Separation After Allegations
November 2019Employment History
Current Registrations
Zolton Wealth
Previous Registrations
Creative Planning
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 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
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