Matthew Wootten
Silver Birch Financial · Middlebury, Vermont
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.
Request an introduction to Matthew →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Silver Birch Financial |
|---|---|
| Based in | Middlebury, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $399.5M across 949 accounts |
| SEC registration | Investment adviser representative in TX, VT · CRD 4386014 |
| Exams passed | Series 66 (2001) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.silverbirchfinancial.com |
How Matthew's firm compares
- Silver Birch Financial's average account is about $421,000, from its Form ADV (assets managed divided by 949 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
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
- Silver Birch Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.