# Matthew Wootten

> Matthew Wootten is a fee-only financial advisor at Silver Birch Financial in Middlebury, Vermont. Matthew focuses on tax planning and estate & legacy planning. Silver Birch Financial reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Silver Birch Financial
- **Based in:** Middlebury, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $399.5M across 949 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Multi-generational families
- **CRD:** 4386014 (https://adviserinfo.sec.gov/individual/summary/4386014)
- **SEC registration:** Investment adviser representative in TX, VT
- **Exams passed:** Series 66 (2001)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.silverbirchfinancial.com

## Frequently asked questions

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

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

### Where is Matthew Wootten based?

Matthew Wootten is based in Middlebury, Vermont.

### What does Matthew specialize in?

Matthew's specialties include tax planning and estate & legacy planning. Matthew works with multi-generational families.

### Is Matthew Wootten registered with the SEC?

Yes. Matthew Wootten is registered as an investment adviser representative in TX and VT (CRD 4386014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Silver Birch Financial manage?

Silver Birch Financial reports $399.5M across 949 accounts in assets under management.

### How do I contact Matthew Wootten?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4386014): 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://silverbirchfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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