Matthew Zeigler
Sunpointe Investments · St. Louis, Missouri
Matthew Zeigler is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri. Matthew focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| SEC registration | Investment adviser representative in CT, PA · CRD 5488370 |
| Exams passed | Series 66 (2008) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.sunpointeinvestments.com |
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Questions about Matthew
Is Matthew Zeigler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Sunpointe Investments 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, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Zeigler based?
Matthew Zeigler is based in St. Louis, Missouri.
What does Matthew specialize in?
Matthew's specialties include tax planning, estate & legacy planning and family wealth transfer. Matthew works with executives, ultra high net worth and multi-generational families.
Is Matthew Zeigler registered with the SEC?
Yes. Matthew Zeigler is registered as an investment adviser representative in CT and PA (CRD 5488370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunpointe Investments manage?
Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.
How do I contact Matthew Zeigler?
Through Matthew's website, www.sunpointeinvestments.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
- Sunpointe Investments 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.
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