Matthew Zolton is a CFP-designated registered investment advisor at Zolton Wealth, based in Olathe, KS, with 18 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 14 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$41.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Olathe, KS
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2019Employment History
Current Registrations
Zolton Wealth
May 2025 - Present · 11 mos
Previous Registrations
Creative Planning
January 2021 - February 2025 · 4 yrs 1 mo
Charles Schwab & CO., INC.Broker
December 2013 - December 2019 · 6 yrs
Charles Schwab & CO., INC.
December 2013 - December 2019 · 6 yrs
TD Ameritrade, INC.
January 2007 - December 2013 · 6 yrs 11 mos
Amerivest Investment Management, LLC
January 2007 - December 2013 · 6 yrs 11 mos
TD Ameritrade, INC.Broker
January 2007 - December 2013 · 6 yrs 11 mos
MML Investors Services, INC.
September 2006 - April 2007 · 7 mos
MML Investors Services, INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
State Registrations2 states
KSTX
Advisor
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
No exam information available for this advisor.