Matthew Kalabokes
FPC Wealth · Petaluma, California
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.
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Specialties
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 | $364.6M across 753 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7211724 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fpcwealth.com |
How Matthew's firm compares
- FPC Wealth's average account is about $484,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Matthew
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.
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
- FPC Wealth 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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