Mathew Duvall
Duvall Wealth Management · Fontana, California
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.
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Specialties
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 |
| Assets under management | $1.3M across 75 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7351955 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.duvallwealth.com |
How Mathew's firm compares
- Duvall Wealth Management's average account is about $17,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Mathew
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.
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
- Duvall Wealth Management 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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