Matthew Detwiler is a CFP-designated registered investment advisor at Ashby Wealth Management, LLC, based in Kensington, CA, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 58 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The annual fee is negotiable.
Fee Estimator
Location
Kensington, CA
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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 Activities
Matthew works as a contractor for Boost Credit 101, assisting people with improving their credit rating since 2018. This non-investment related activity requires minimal time commitment.
Employment History
Current Registrations
Ashby Wealth Management, LLC
State Registrations1 state
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