Matthew Stange is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
1991 Summit Park Drive, Orlando, FL, 32810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an adjunct professor at Stetson University since 2018, teaching a finance course designed to help students become CFPs. This takes about 10-20% of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fleishel Financial Associates, INC.
Keyes, Stange & Wooten Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations23 states
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