# Mathew Duvall

> Mathew Duvall is a fee-only financial advisor at Duvall Wealth Management in Fontana, California. Mathew focuses on retirement planning. Duvall Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mathew-duvall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Duvall Wealth Management
- **Based in:** Fontana, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.3M across 75 accounts
- **Specialties:** Retirement planning
- **CRD:** 7351955 (https://adviserinfo.sec.gov/individual/summary/7351955)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.duvallwealth.com/

## Frequently asked questions

### Is Mathew Duvall a fee-only financial advisor?

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

### How does Mathew charge for financial advice?

Mathew's firm, Duvall Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mathew Duvall based?

Mathew Duvall is based in Fontana, California.

### What does Mathew specialize in?

Mathew's specialties include retirement planning.

### Is Mathew Duvall registered with the SEC?

Yes. Mathew Duvall is registered as an investment adviser representative in CA and TX (CRD 7351955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Duvall Wealth Management manage?

Duvall Wealth Management reports $1.3M across 75 accounts in assets under management.

### How do I contact Mathew Duvall?

Through Mathew's website, www.duvallwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7351955): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.duvallwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.