Matthew Theil
Blake Schutter Theil Wealth Advisors · Dayton, Ohio
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.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
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 | $459.5M across 432 accounts |
| SEC registration | Investment adviser representative in FL, OH · CRD 2379377 |
| Exams passed | Series 63 (1998) · Series 66 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | bstwealthadvisors.com |
How Matthew's firm compares
- Blake Schutter Theil Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Matthew
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.
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
- Blake Schutter Theil Wealth 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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