# Matthew Ott

> Matthew Ott is a fee-only financial advisor at Thousand CPA in Chesterfield, Missouri. Matthew focuses on tax planning and small business owners. Thousand CPA reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Thousand CPA
- **Based in:** Chesterfield, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $15.3M across 72 accounts
- **Specialties:** Tax planning, Small business owners
- **CRD:** 7015763 (https://adviserinfo.sec.gov/individual/summary/7015763)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://thousand.cpa/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Thousand CPA 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, Thousand CPA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Matthew Ott based?

Matthew Ott is based in Chesterfield, Missouri.

### What does Matthew specialize in?

Matthew's specialties include tax planning and small business owners.

### Is Matthew Ott registered with the SEC?

Yes. Matthew Ott is registered as an investment adviser representative in MO (CRD 7015763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thousand CPA manage?

Thousand CPA reports $15.3M across 72 accounts in assets under management.

### How do I contact Matthew Ott?

Through Matthew's website, thousand.cpa.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7015763): 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://thousand.cpa/): 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.