Matthew
Knuth
Stordahl Capital Management, Inc
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About this Advisor
Matthew Knuth is a certified financial planner working out of Englewood, Colorado with a total of 2 years of industry experience. Knuth is on the advisory team at Stordahl Capital Management, Inc. Knuth has gained experience at Festival Foods, General Office Products, Edina Country Club, United Way Of The Midlands, Nelson, Van Denburg & Campbell Wealth Management, LLC, Valenta Capital Management, LLC, Stordahl Capital Management, Inc and Student. Knuth maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Colorado. Stordahl Capital Management, Inc is a business operating out of Englewood, CO. It oversees $437 million in total assets between its 815 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 815 accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Stordahl Capital Management, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees are based on which services are provided. However, fee types billed by Stordahl Capital Management, Inc can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stordahl Capital Management, Inc Brokerage Details
$437,425,676
7
815
$536,719
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Knuth Work History
Matthew has been registered as a financial advisor for 2 years.*
Stordahl Capital Management, Inc
Valenta Capital Management, LLC
Nelson, Van Denburg & Campbell Wealth Management, LLC
Edina Country Club
Edina Country Club
United Way Of The Midlands
Festival Foods
General Office Products
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Knuth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stordahl Capital Management, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
