Matthew Dale
KAI Wealth · Chicago, Illinois
Matthew Dale is a fee-only financial advisor at KAI Wealth in Chicago, Illinois. KAI Wealth reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | KAI Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $407.7M across 45 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8364877 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
How Matthew's firm compares
- KAI Wealth's average account is about $9.1 million, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Matthew
Is Matthew Dale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and KAI Wealth 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, KAI Wealth, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Matthew Dale based?
Matthew Dale is based in Chicago, Illinois.
Is Matthew Dale registered with the SEC?
Yes. Matthew Dale is registered as an investment adviser representative in IL (CRD 8364877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KAI Wealth manage?
KAI Wealth reports $407.7M across 45 accounts in assets under management.
How do I contact Matthew Dale?
Contact details aren't on file yet. Search for KAI Wealth.
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
- 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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