# Matthew Taddei

> Matthew Taddei is a fee-only financial advisor at WESTHILL Financial Advisors in San Rafael, California, who holds the CFP and ChFC credentials. Matthew focuses on sustainable & impact investing. WESTHILL Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** WESTHILL Financial Advisors
- **Based in:** San Rafael, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $789.4M across 1,272 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Sustainable & impact investing
- **CRD:** 1231923 (https://adviserinfo.sec.gov/individual/summary/1231923)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1995), Series 65 (1997)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://westhillfa.com

## Frequently asked questions

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

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

### Where is Matthew Taddei based?

Matthew Taddei is based in San Rafael, California.

### What does Matthew specialize in?

Matthew's specialties include sustainable & impact investing.

### What credentials does Matthew Taddei hold?

Matthew Taddei holds the CFP and ChFC credentials.

### Is Matthew Taddei registered with the SEC?

Yes. Matthew Taddei is registered as an investment adviser representative in CA (CRD 1231923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WESTHILL Financial Advisors manage?

WESTHILL Financial Advisors reports $789.4M across 1,272 accounts in assets under management.

### How do I contact Matthew Taddei?

Through Matthew's website, westhillfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1231923): 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://westhillfa.com/): 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.