# Matthew Baum

> Matthew Baum is a fee-only financial advisor at Alpha Zero in Meriden, Connecticut, who holds the CFP credential. Alpha Zero reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Alpha Zero
- **Based in:** Meriden, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $269.8M across 456 accounts
- **Credentials:** CFP
- **Works with:** Founders, Executives
- **CRD:** 6942874 (https://adviserinfo.sec.gov/individual/summary/6942874)
- **SEC registration:** Investment adviser representative in CT, FL
- **Exams passed:** Series 66 (2019)
- **Firm size:** 17 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.alphazerowealth.com

## Frequently asked questions

### Is Matthew Baum a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, Alpha Zero, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Matthew Baum based?

Matthew Baum is based in Meriden, Connecticut.

### What credentials does Matthew Baum hold?

Matthew Baum holds the CFP credential.

### Is Matthew Baum registered with the SEC?

Yes. Matthew Baum is registered as an investment adviser representative in CT and FL (CRD 6942874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Alpha Zero manage?

Alpha Zero reports $269.8M across 456 accounts in assets under management.

### How do I contact Matthew Baum?

Through Matthew's website, www.alphazerowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6942874): 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://alphazerowealth.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.