# Matthew Kalabokes

> Matthew Kalabokes is a fee-only financial advisor at FPC Wealth in Petaluma, California, who holds the CFP credential. Matthew charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning.

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

## Facts

- **Firm:** FPC Wealth
- **Based in:** Petaluma, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $364.6M across 753 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 7211724 (https://adviserinfo.sec.gov/individual/summary/7211724)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.fpcwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and FPC 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 charges a percentage of assets.

### How much does Matthew charge?

According to FPC Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Matthew Kalabokes based?

Matthew Kalabokes is based in Petaluma, California.

### What does Matthew specialize in?

Matthew's specialties include tax planning.

### What credentials does Matthew Kalabokes hold?

Matthew Kalabokes holds the CFP credential.

### Is Matthew Kalabokes registered with the SEC?

Yes. Matthew Kalabokes is registered as an investment adviser representative in CA and TX (CRD 7211724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FPC Wealth manage?

FPC Wealth reports $364.6M across 753 accounts in assets under management.

### How do I contact Matthew Kalabokes?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7211724): 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://fpcwealth.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.