Matthew Zolton
Advisor at Zolton Wealth
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.
About
Matthew 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.
Expertise
Based on Zolton Wealth
General retirement planning
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Based on Zolton Wealth
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
$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.
Location
Olathe, KS
Most active in
Matthew Z has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Enclave Planning LLC
2025 - Present (1 year)
Creative Planning, Inc.
2021 - 2025 (4 years)
Unemployed
2019 - 2020 (1 year)
Charles Schwab bank
2013 - 2019 (6 years)
Charles Schwab
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Mark N
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Melinda B
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Overland Park, KS
Retirement Roots Wealth Management LLC
David W
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Overland Park, KS
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