Matthew Zolton
Advisor at Zolton Wealth — Olathe, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
19 years
Location
Olathe, KS
Zolton Wealth
Independent
Total advisors
1Clients per advisor
14 TypicalAvg AUM per client
$2,928,753 Very HighHNW client ratio
100% Very HighMatthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.
Based on Zolton Wealth
Based on Zolton Wealth
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.30% $50,000,001+: 0.20%
Account minimum: $500,000 Fee-only: Initial fee ranging from $2,000 to $15,000 for ongoing financial planning only clients; monthly recurring fee ranging from $500 to $1,250 for ongoing financial planning only clients; fixed fee ranging from $4,000 to $10,000 for project-based financial planning.
Olathe, KS
Olathe KS
Advisors at this office
1
Kansas · Texas
19 years of industry experience
Enclave Planning LLC
2025 - Present • 1 year
Olathe, KS
Creative Planning, Inc.
2021 - 2025 • 4 years
Overland Park, KS
Unemployed
2019 - 2020 • 1 year
Olathe, KS
Charles Schwab bank
2013 - 2019 • 6 years
Overland Park, KS
Charles Schwab
2013 - 2019 • 6 years
Overland Park, KS
TD Ameritrade, INC.
2007 - 2013 • 6 years
Overland Park, KS
TD Ameritrade Investment Management, LLC
2007 - 2013 • 6 years
Overland Park, KS
Mass Mutual Investors Services
2006 - 2007 • 1 year
Leawood, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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