# Matthew Wilkinson

> Matthew Wilkinson is a fee-only financial advisor at Clear Wealth Management in North Tonawanda, New York. Clear Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Clear Wealth Management
- **Based in:** North Tonawanda, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $101.8M across 348 accounts
- **CRD:** 4669264 (https://adviserinfo.sec.gov/individual/summary/4669264)
- **SEC registration:** Investment adviser representative in NY, WA
- **Exams passed:** Series 65 (2011), Series 66 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.clearwealthmgmt.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Clear Wealth Management 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, Clear Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Wilkinson based?

Matthew Wilkinson is based in North Tonawanda, New York.

### Is Matthew Wilkinson registered with the SEC?

Yes. Matthew Wilkinson is registered as an investment adviser representative in NY and WA (CRD 4669264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Wealth Management manage?

Clear Wealth Management reports $101.8M across 348 accounts in assets under management.

### How do I contact Matthew Wilkinson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4669264): 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.