Advisor at No-Load Asset Management
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.
Firm
No-Load Asset Management
Location
Carmel, CA 93923
Credentials
Series 63
Industry experience
25 years
Matthew King is the sole advisor at No-Load Asset Management in Carmel, CA, with 25 years of industry experience. He holds a Series 63 designation and has operated his firm since 1995. No-Load Asset Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, rules-based process called Passive Momentum Asset Allocation (PMAA) using passively managed index mutual funds and ETFs, focusing on discretionary management with continuous monitoring and custodial transparency.
Based on No-Load Asset Management
$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$150 per hour for limited scope financial planning engagements
Account minimum: $50,000 Fee-only: Strictly fee-only investment management; no commissions or finder’s fees accepted.
26524 Fisher Drive
Carmel, CA 93923
California
King, Matthew Cochrane d/b/a No-Load Asset Management
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Marina, CA
Clym LLC
Series 65
Carmel, CA
Knight of California LLC
Series 63, Series 65
Monterey, CA
Hawley Personal Finance
CFP®
Pacific Grove, CA
Elliott Financial, LLC
Series 63, Series 65
Seaside, CA
Midway Partners Capital Management, LLC
CFP®, Series 65, Series 66
Monterey, CA
Monterey Bay Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")