Matthew Theal
Evermont Wealth · Claremont, California
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.
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Facts
| Firm | Evermont Wealth |
|---|---|
| Based in | Claremont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $333.9M across 1,166 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6245173 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1 |
| Profile |
How Matthew's firm compares
- Evermont Wealth's average account is about $286,000, from its Form ADV (assets managed divided by 1,166 accounts).
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Questions about Matthew
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.
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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