Matthew Pappas
Cottonwood Wealth Strategies · Salt Lake City, Utah
Matthew Pappas is a fee-only financial advisor at Cottonwood Wealth Strategies in Salt Lake City, Utah. Cottonwood Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cottonwood Wealth Strategies |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $279.0M across 638 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 5704052 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/3kpne4e5rvvidsqeetyzbn?si=888f0c5d6bb24bc3 |
| Profile |
How Matthew's firm compares
- Cottonwood Wealth Strategies's average account is about $437,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Matthew
Is Matthew Pappas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Cottonwood Wealth Strategies 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, Cottonwood Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Pappas based?
Matthew Pappas is based in Salt Lake City, Utah.
Is Matthew Pappas registered with the SEC?
Yes. Matthew Pappas is registered as an investment adviser representative in TX and UT (CRD 5704052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cottonwood Wealth Strategies manage?
Cottonwood Wealth Strategies reports $279.0M across 638 accounts in assets under management.
How do I contact Matthew Pappas?
Through Matthew's website, open.spotify.com/show/3kpne4e5rvvidsqeetyzbn?si=888f0c5d6bb24bc3.
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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