TrueAdvisor
TrueAdvisor
MW
MW

Matthew Chad Willett

Watts Gwilliam & Company, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate Planning
Watts Gwilliam & Company, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
443 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$818.9M

Fee Structure

Minimum Annual Fee:$2,500

Location

2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Watts Gwilliam & Company, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Global Retirement Partners LLC
August 2022 - February 2024 · 1 yr 6 mos
Wealthplan Advisors, LLC
September 2020 - February 2023 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
October 2019 - September 2020 · 11 mos
Charles Schwab & CO., INC.
December 2018 - September 2020 · 1 yr 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.