Matthew Kelley
Gold Medal Waters, Inc. · Boulder, Colorado
Matthew Kelley is a fee-only financial advisor at Gold Medal Waters, Inc. in Boulder, Colorado, who holds the AAMS, AIF and CFP credentials. Matthew charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $8,500 a year) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- High earners
- Physicians
Facts
| Firm | Gold Medal Waters, Inc. |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,500 a year |
| Accepting new clients | Yes |
| Assets under management | $285.6M across 666 accounts |
| Credentials | AAMS · AIF · CFP |
| SEC registration | Investment adviser representative in CO · CRD 4504752 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | goldmedalwaters.com |
| Profile |
How Matthew's firm compares
- Ongoing planning starts at $8,500 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Gold Medal Waters, Inc.'s average account is about $429,000, from its Form ADV (assets managed divided by 666 accounts).
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Questions about Matthew
Is Matthew Kelley a fee-only financial advisor?
Yes. Matthew Kelley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Matthew charge?
According to Gold Medal Waters, Inc.'s website, checked October 28, 2026: ongoing planning from $8,500 a year.
Where is Matthew Kelley based?
Matthew Kelley is based in Boulder, Colorado.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and small business owners. Matthew works with high earners and physicians.
What credentials does Matthew Kelley hold?
Matthew Kelley holds the AAMS, AIF and CFP credentials.
Is Matthew Kelley registered with the SEC?
Yes. Matthew Kelley is registered as an investment adviser representative in CO (CRD 4504752), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gold Medal Waters, Inc. manage?
Gold Medal Waters, Inc. reports $285.6M across 666 accounts in assets under management.
How do I contact Matthew Kelley?
Through Matthew's website, goldmedalwaters.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Gold Medal Waters, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- 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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