Matthew Medeiros
Clelland & Company · San Diego, California
Matthew Medeiros is a fee-only financial advisor at Clelland & Company in San Diego, California. Clelland & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clelland & Company |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $465.7M across 325 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2946332 |
| Exams passed | Series 63 (1997) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.clelland.com |
| Profile |
How Matthew's firm compares
- Clelland & Company's average account is about $1.4 million, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Matthew
Is Matthew Medeiros a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Clelland & Company 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, Clelland & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Medeiros based?
Matthew Medeiros is based in San Diego, California.
Is Matthew Medeiros registered with the SEC?
Yes. Matthew Medeiros is registered as an investment adviser representative in CA (CRD 2946332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clelland & Company manage?
Clelland & Company reports $465.7M across 325 accounts in assets under management.
How do I contact Matthew Medeiros?
Through Matthew's website, www.clelland.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
- 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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