# Matthew Theil

> Matthew Theil is a fee-only financial advisor at Blake Schutter Theil Wealth Advisors in Dayton, Ohio. Matthew focuses on tax planning, estate & legacy planning and small business owners. Blake Schutter Theil Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Blake Schutter Theil Wealth Advisors
- **Based in:** Dayton, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $459.5M across 432 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 2379377 (https://adviserinfo.sec.gov/individual/summary/2379377)
- **SEC registration:** Investment adviser representative in FL, OH
- **Exams passed:** Series 63 (1998), Series 66 (1998)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://bstwealthadvisors.com

## Frequently asked questions

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

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

### Where is Matthew Theil based?

Matthew Theil is based in Dayton, Ohio.

### What does Matthew specialize in?

Matthew's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Matthew works with founders, executives and multi-generational families.

### Is Matthew Theil registered with the SEC?

Yes. Matthew Theil is registered as an investment adviser representative in FL and OH (CRD 2379377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blake Schutter Theil Wealth Advisors manage?

Blake Schutter Theil Wealth Advisors reports $459.5M across 432 accounts in assets under management.

### How do I contact Matthew Theil?

Through Matthew's website, bstwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2379377): 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://bstwealthadvisors.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.