Matthew Ebeling
Fort Vancouver Investment Management · Vancouver, Washington
Matthew Ebeling is a fee-only financial advisor at Fort Vancouver Investment Management in Vancouver, Washington, who holds the CFP credential. Matthew charges a percentage of assets (1.1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more).
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Who they serve
- Mid-life transitions
Facts
| Firm | Fort Vancouver Investment Management |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $237.1M across 586 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 5382212 |
| Exams passed | Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fortvancouverim.com |
| Profile |
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Questions about Matthew
Is Matthew Ebeling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Fort Vancouver Investment Management 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 charges a percentage of assets.
How much does Matthew charge?
According to Fort Vancouver Investment Management's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Matthew Ebeling based?
Matthew Ebeling is based in Vancouver, Washington.
What credentials does Matthew Ebeling hold?
Matthew Ebeling holds the CFP credential.
Is Matthew Ebeling registered with the SEC?
Yes. Matthew Ebeling is registered as an investment adviser representative in OR, TX and WA (CRD 5382212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fort Vancouver Investment Management manage?
Fort Vancouver Investment Management reports $237.1M across 586 accounts in assets under management.
How do I contact Matthew Ebeling?
Through Matthew's website, www.fortvancouverim.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
- Fort Vancouver Investment 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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