Matthew King
King Wealth Advisors · San Mateo, California
Matthew King is a fee-only financial advisor at King Wealth Advisors in San Mateo, California, who holds the CFA credential. King Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | King Wealth Advisors |
|---|---|
| Based in | San Mateo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.1M across 170 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4518281 |
| Exams passed | Series 65 (2004) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alignable.com/san-mateo-ca/king-wealth-advisors |
| Profile |
How Matthew's firm compares
- King Wealth Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Matthew
Is Matthew King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and King Wealth Advisors 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, King Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew King based?
Matthew King is based in San Mateo, California.
What credentials does Matthew King hold?
Matthew King holds the CFA credential.
Is Matthew King registered with the SEC?
Yes. Matthew King is registered as an investment adviser representative in CA and TX (CRD 4518281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does King Wealth Advisors manage?
King Wealth Advisors reports $94.1M across 170 accounts in assets under management.
How do I contact Matthew King?
Through Matthew's website, www.alignable.com/san-mateo-ca/king-wealth-advisors.
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
- 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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