Colton Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,686,328
Clients
107
Advisors
2
of 3 employees
About
Colton Wealth Management provides personalized financial planning, investment management and related consulting to individuals (including high-net-worth clients) as well as pension and profit-sharing plans and trusts. In addition to retirement, estate and education planning, the firm offers tax services concurrent with its advisory work and operates on a fee-only basis without accepting commissions.
The firm’s investment approach emphasizes strategic asset allocation and a long-term, buy-and-hold philosophy, implemented primarily through no-load, institutional-class mutual funds (notably Dimensional Fund Advisors), exchange-traded funds, individual fixed-income securities and certificates of deposit, with portfolios managed on a discretionary basis. Written asset-allocation plans are delivered at onboarding and accounts receive periodic reviews, while custody and trade execution are facilitated through an institutional platform.
What is distinctive is the firm’s provision of tax services alongside financial planning and investment management, reflecting an accounting-oriented practice model that is uncommon among peers. The firm also routinely recommends institutional-class DFA funds—holdings that may be less accessible to some retail clients and can affect portability after terminating services—and generally avoids IPOs and illiquid partnership investments.
Client services
Expertise
Fee options
1.00% annually
Fee-only: Fee-only financial planning and investment management services
Main office
148 E. Foothill Blvd, Suite 201
Arcadia CA 91006
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Scott C
CFP®, Series 63, Series 65
Arcadia, CA
Colton Wealth Management
Scott Colton is a CFP® professional with 24 years of industry experience, currently serving at Colton Wealth Management since 2009. He holds Series 63 and Series 65 licenses and operates from Arcadia, CA. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a fee-only model and emphasizes a long-term, asset allocation-based approach using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, while also offering concurrent tax services alongside comprehensive financial planning.
Joshua C
CFP®, Series 65
Arcadia, CA
Colton Wealth Management
Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.
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