# Matthew Theal

> Matthew Theal is a fee-only financial advisor at Evermont Wealth in Claremont, California. Evermont Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Evermont Wealth
- **Based in:** Claremont, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $333.9M across 1,166 accounts
- **CRD:** 6245173 (https://adviserinfo.sec.gov/individual/summary/6245173)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1

## Frequently asked questions

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

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

### Where is Matthew Theal based?

Matthew Theal is based in Claremont, California.

### Is Matthew Theal registered with the SEC?

Yes. Matthew Theal is registered as an investment adviser representative in CA (CRD 6245173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evermont Wealth manage?

Evermont Wealth reports $333.9M across 1,166 accounts in assets under management.

### How do I contact Matthew Theal?

Through Matthew's website, www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6245173): 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

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