# Matthew Platler

> Matthew Platler is a fee-only financial advisor at Platler Capital Management in Bigfork, Montana. Platler Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-platler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Platler Capital Management
- **Based in:** Bigfork, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $27.9M across 54 accounts
- **CRD:** 2554296 (https://adviserinfo.sec.gov/individual/summary/2554296)
- **SEC registration:** Investment adviser representative in CA, MT
- **Exams passed:** Series 63 (1996), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is Matthew Platler based?

Matthew Platler is based in Bigfork, Montana.

### Is Matthew Platler registered with the SEC?

Yes. Matthew Platler is registered as an investment adviser representative in CA and MT (CRD 2554296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Platler Capital Management manage?

Platler Capital Management reports $27.9M across 54 accounts in assets under management.

### How do I contact Matthew Platler?

Contact details aren't on file yet. Search for Platler Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2554296): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.