Matthew Taddei
WESTHILL Financial Advisors · San Rafael, California
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.
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Specialties
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 | $789.4M across 1,272 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 1231923 |
| Exams passed | Series 63 (1995) · Series 65 (1997) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | westhillfa.com |
| Profile |
How Matthew's firm compares
- WESTHILL Financial Advisors's average account is about $621,000, from its Form ADV (assets managed divided by 1,272 accounts).
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Questions about Matthew
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.
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
- WESTHILL Financial Advisors 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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