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Advisor

Kevin Matthews

Matthews Advisors · Colorado Springs, Colorado

Kevin Matthews is a fee-only financial advisor at Matthews Advisors in Colorado Springs, Colorado. Matthews Advisors reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Who they serve

  • Multi-generational families
  • Founders

Facts

FirmMatthews Advisors
Based in Colorado Springs, Colorado
Fee model (firm's Form ADV)Percentage of assets
Accepting new clientsYes
Assets under management$57.5M across 164 accounts
SEC registration Investment adviser representative in CO · CRD 4730358
Exams passedSeries 65 (2011)
Firm size1 employee
Disclosures None reported
Websitematthewsadvisors.com

How Kevin's firm compares

  • Matthews Advisors's average account is about $350,000, from its Form ADV (assets managed divided by 164 accounts).

What fee-only advisors charge in Colorado

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Questions about Kevin

Is Kevin Matthews a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Matthews Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kevin charge for financial advice?

Kevin's firm, Matthews Advisors, reports charging a percentage of assets on its SEC Form ADV.

Where is Kevin Matthews based?

Kevin Matthews is based in Colorado Springs, Colorado.

Is Kevin Matthews registered with the SEC?

Yes. Kevin Matthews is registered as an investment adviser representative in CO (CRD 4730358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Matthews Advisors manage?

Matthews Advisors reports $57.5M across 164 accounts in assets under management.

How do I contact Kevin Matthews?

Through Kevin's website, matthewsadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • Matthews Advisors website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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