Matthew Walston
Strategic Financial · South Windsor, Connecticut
Matthew Walston is a fee-only financial advisor at Strategic Financial in South Windsor, Connecticut, who holds the PFS credential. Strategic Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Strategic Financial |
|---|---|
| Based in | South Windsor, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $64.7M across 183 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CT · CRD 2982775 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strategicfinancialadv.com |
How Matthew's firm compares
- Strategic Financial's average account is about $354,000, from its Form ADV (assets managed divided by 183 accounts).
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Questions about Matthew
Is Matthew Walston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Strategic Financial 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, Strategic Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Walston based?
Matthew Walston is based in South Windsor, Connecticut.
What credentials does Matthew Walston hold?
Matthew Walston holds the PFS credential.
Is Matthew Walston registered with the SEC?
Yes. Matthew Walston is registered as an investment adviser representative in CT (CRD 2982775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Financial manage?
Strategic Financial reports $64.7M across 183 accounts in assets under management.
How do I contact Matthew Walston?
Through Matthew's website, www.strategicfinancialadv.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
- 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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