William Matthes
Compass Wealth Management · Guilford, Connecticut
William Matthes is a fee-only financial advisor at Compass Wealth Management in Guilford, Connecticut. William focuses on tax planning and small business owners. Compass Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Specialties
Who they serve
- Retirees
Facts
| Firm | Compass Wealth Management |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $682.5M across 931 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1127116 |
| Exams passed | Series 63 (1983) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | compasswealthmanagement.com |
How William's firm compares
- Compass Wealth Management's average account is about $733,000, from its Form ADV (assets managed divided by 931 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William Matthes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Compass Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Compass Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Matthes based?
William Matthes is based in Guilford, Connecticut.
What does William specialize in?
William's specialties include tax planning and small business owners. William works with retirees.
Is William Matthes registered with the SEC?
Yes. William Matthes is registered as an investment adviser representative in CT (CRD 1127116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Wealth Management manage?
Compass Wealth Management reports $682.5M across 931 accounts in assets under management.
How do I contact William Matthes?
Through William's website, compasswealthmanagement.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
- Compass Wealth Management 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.