# Matthew Ward

> Matthew Ward is a fee-only financial advisor at K.W. Andersen Investment Group in Chicago, Illinois. K.W. Andersen Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-ward-2926885/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** K.W. Andersen Investment Group
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $43.8M across 64 accounts
- **CRD:** 2926885 (https://adviserinfo.sec.gov/individual/summary/2926885)
- **SEC registration:** Investment adviser representative in CA, IL
- **Exams passed:** Series 66 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.anderseninvestments.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and K.W. Andersen Investment Group 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, K.W. Andersen Investment Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Ward based?

Matthew Ward is based in Chicago, Illinois.

### Is Matthew Ward registered with the SEC?

Yes. Matthew Ward is registered as an investment adviser representative in CA and IL (CRD 2926885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does K.W. Andersen Investment Group manage?

K.W. Andersen Investment Group reports $43.8M across 64 accounts in assets under management.

### How do I contact Matthew Ward?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2926885): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.