Matthew Wilkinson
Clear Wealth Management · North Tonawanda, New York
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.
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Facts
| Firm | Clear Wealth Management |
|---|---|
| Based in | North Tonawanda, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $101.8M across 348 accounts |
| SEC registration | Investment adviser representative in NY, WA · CRD 4669264 |
| Exams passed | Series 65 (2011) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.clearwealthmgmt.com |
| Profile |
How Matthew's firm compares
- Clear Wealth Management's average account is about $292,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Matthew
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.
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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