Matthew Stange is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 14 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
1991 Summit Park Drive, Orlando, FL, 32810
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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.
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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 Registrations26 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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