Matthew Ott
Thousand CPA · Chesterfield, Missouri
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.
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Specialties
Facts
| Firm | Thousand CPA |
|---|---|
| Based in | Chesterfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.3M across 72 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7015763 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | thousand.cpa |
How Matthew's firm compares
- Thousand CPA's average account is about $212,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chesterfield
Other advisors in Missouri who focus on tax planning
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
- Thousand CPA 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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