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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2009
- Office Locations
- 1
Office Locations
About Colton Wealth Management
Colton Wealth Management is a fee-only, fiduciary advisory firm providing personalized financial planning and portfolio management, including investment analysis, retirement reviews, and tax return reviews, plus ongoing advice as goals change. Led by CPA/CFP professionals with deep tax expertise, the firm follows a disciplined, evidence-based approach and operates commission-free; client assets are custodied at Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT FREDERICK COLTON
Chief Compliance Officer, Chief Executive Officer, Financial Planner
- CRD
- #4215362
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua McGregor Colton
Financial Planner
- CRD
- #7180541
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,073,498 | $504,006 |
| Non-Discretionary | $0 | -- |
| Total | $135,073,498 | $504,006 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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