Matthew Fee
Sr99advisors · Simi Valley, California
Matthew Fee is a fee-only financial advisor at Sr99advisors in Simi Valley, California. Sr99advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Sr99advisors |
|---|---|
| Based in | Simi Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39K across 4 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8169314 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Fee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Sr99advisors 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, Sr99advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Fee based?
Matthew Fee is based in Simi Valley, California.
Is Matthew Fee registered with the SEC?
Yes. Matthew Fee is registered as an investment adviser representative in CA (CRD 8169314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sr99advisors manage?
Sr99advisors reports $39K across 4 accounts in assets under management.
How do I contact Matthew Fee?
Contact details aren't on file yet. Search for Sr99advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Simi Valley
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.
See something wrong? Request a correction. Read our methodology.