Matthew Detwiler
Ashby Wealth Management · Kensington, California
Matthew Detwiler is a fee-only financial advisor at Ashby Wealth Management in Kensington, California, who holds the CFP credential. Ashby Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ashby Wealth Management |
|---|---|
| Based in | Kensington, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23M across 181 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6717721 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Matthew's firm compares
- Ashby Wealth Management's average account is about $127,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Matthew
Is Matthew Detwiler a fee-only financial advisor?
Yes. Matthew Detwiler is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew's firm, Ashby Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Detwiler based?
Matthew Detwiler is based in Kensington, California.
What credentials does Matthew Detwiler hold?
Matthew Detwiler holds the CFP credential.
Is Matthew Detwiler registered with the SEC?
Yes. Matthew Detwiler is registered as an investment adviser representative in CA (CRD 6717721), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ashby Wealth Management manage?
Ashby Wealth Management reports $23M across 181 accounts in assets under management.
How do I contact Matthew Detwiler?
Contact details aren't on file yet. Search for Ashby Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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