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Matthew Chad Willett

Watts Gwilliam & Company, LLC

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About Matthew Chad Willett

Matthew Chad Willett is a financial advisor with Watts Gwilliam & Company, LLC, and is based in Gilbert, Arizona. Matthew Chad Willett has been a registered investment advisor since 2018, and is currently licensed to provide investment advice in Arizona. Matthew Chad Willett has experience in various financial services, including financial planning, investment management, and selection of other advisors. Prior to joining Watts Gwilliam & Company, LLC, Matthew Chad Willett held positions at Charles Schwab & Co., Inc., Wealthplan Advisors, and Global Retirement Partners, LLC. Matthew Chad Willett holds Series 63, 65, 7TO, and SIE licenses.

Firm Information

Matthew Willett is currently registered with Watts Gwilliam & Company, LLC. Watts Gwilliam & Company, LLC is an investment advisor registered with the SEC. Based in Gilbert, Arizona, the firm offers financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and selection of other advisers. The firm manages over $818 million in assets for a total of 1,152 clients.
Watts Gwilliam & Company, LLC

2730 S. VAL VISTA DR.

GILBERT, AZ 85295

$818.90M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Willett’s Registration & Firm History

AZ

03/22/2024 - Present

Watts Gwilliam & Company, LLC (GILBERT AZ)

AZ

10/30/2019 - 09/10/2020

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BC

Issued 11/07/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Chad Willett.
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