Advisor at Wells Fargo Clearing
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.
Flat annual fees or one-time fees available; one-time service fees payable immediately after services are provided
$0 - $1M: 0.1% to 1.0% (10 to 100 bps) with a minimum fee of $500 and maximum fee of $10,000 $1M - $5M: 0.1% to 0.7% (10 to 70 bps) with a minimum fee of $1,000 and maximum fee of $30,000 $5M - $10M: 0.1% to 0.5% (10 to 50 bps) with a minimum fee of $3,500 and maximum fee of $40,000 $10M - $25M: 0.01% to 0.25% (1 to 25 bps) with a minimum fee of $5,000 and maximum fee of $100,000
Commissions are reported in SEC Part 1 and the firm is a broker-dealer; specific commission rates not disclosed in brochure
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size
Wells Fargo Clearing Services, LLC
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
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Edward Jones
CFP®, ChFC®, Series 66
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Edward Jones
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Edward Jones
CFP®, ChFC®, Series 63, Series 66
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Edward Jones
Series 63, Series 66
Harrisville, UT
Fidelity
Mathis Burton is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2025, and began his career there as a Customer Relationship Advocate in 2023. He holds a California Insurance License. In his current role, Mathis focuses on building trusting relationships with clients by listening to their financial needs and providing tailored planning support. Outside of work, he enjoys family activities, exploring culinary interests as a foodie, and engaging in sports such as football and golf. He also spends time on outdoor adventures and traveling.
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