Advisor at Schwab Wealth Advisory
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
Schwab Wealth Advisory
Location
Westlake, TX 76262
Credentials
Series 65
Industry experience
3 years
Matthew Mc Coll is a Series 65-licensed financial advisor at Schwab Wealth Advisory with three years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab, Mass Mutual Investors Services, and as an attorney specializing in law from 2011 to 2018. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, utilizing proprietary research tools and asset-allocation models. The firm serves clients enrolled in the Schwab Wealth Advisory program, offering access to financial planning, trade execution, and custody services within the broader Charles Schwab Corporation ecosystem.
Based on Schwab Wealth Advisory
Based on Schwab Wealth Advisory
Schwab receives commission-based compensation from mutual funds, ETFs, annuities, insurance products, and alternative investments held in accounts; SWAI Representatives do not receive additional compensation based on product recommendations.
Account minimum: $500,000
3000 Schwab Way
Westlake, TX 76262
Texas
Schwab Wealth Advisory
2025 - Present (1 year)
Charles Schwab
2020 - Present (6 years)
Self Employed
2019 - 2020 (1 year)
Mass Mutual Investors Services
2018 - 2019 (1 year)
MassMutual
2018 - 2019 (1 year)
Turnbridge
2013 - 2018 (5 years)
Matthew A. McColl, JD, LLM Attorney at Law
2011 - 2018 (7 years)
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Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
Retire With Swan
Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
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