# Matthew Van Name

> Matthew Van Name is a fee-only financial advisor at Colonial Trust Company in Spartanburg, South Carolina, who holds the CFP credential. Matthew focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Colonial Trust Company
- **Based in:** Spartanburg, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.85B across 2,093 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5302850 (https://adviserinfo.sec.gov/individual/summary/5302850)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2021), Series 66 (2009)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.colonialtrust.com

## Frequently asked questions

### Is Matthew Van Name a fee-only financial advisor?

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

### Where is Matthew Van Name based?

Matthew Van Name is based in Spartanburg, South Carolina.

### What does Matthew specialize in?

Matthew's specialties include family wealth transfer. Matthew works with multi-generational families.

### What credentials does Matthew Van Name hold?

Matthew Van Name holds the CFP credential.

### Is Matthew Van Name registered with the SEC?

Yes. Matthew Van Name is registered as an investment adviser representative in SC (CRD 5302850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Colonial Trust Company manage?

Colonial Trust Company reports $1.85B across 2,093 accounts in assets under management.

### How do I contact Matthew Van Name?

Through Matthew's website, www.colonialtrust.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5302850): 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://colonialtrust.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.