How does the advisor help clients – Key Takeaways:
MATSON MONEY, INC. is a financial advisory firm that specializes in helping individual clients achieve financial success. The firm’s team of financial experts offers personalized wealth management services and comprehensive financial planning strategies to help clients meet their financial goals. With their extensive knowledge and experience in financial planning, the advisors at MATSON MONEY, INC. are able to guide clients through the complex world of investing and help them make informed decisions for their future.
Facts and Insights
Established in 1993, MATSON MONEY, INC. has been serving clients for over 25 years. The firm is headquartered in Phoenix, Arizona, and has a team of over 200 advisors who are dedicated to providing top-notch financial services to clients. MATSON MONEY, INC. is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $9.5 billion | 200+ | Over 25 years |
Financial Services Offered
MATSON MONEY, INC. offers a wide range of financial services to its clients. This includes but is not limited to:
- Personalized Wealth Management
- Retirement Planning
- Investment Management
- Education Planning
- Tax Planning
- Estate Planning
Client Types
MATSON MONEY, INC. caters to a diverse clientele, including individuals, families, and businesses. The firm is committed to providing customized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
MATSON MONEY, INC. is a fee-only advisory firm, which means the firm only charges clients a fee for the services they provide. This fee is based on a percentage of the client’s assets under management. This fee structure aligns the interests of the firm with those of its clients, as the firm only makes money when clients’ portfolios perform well.
Background
The founder and CEO of MATSON MONEY, INC., Mark Matson, has over 25 years of experience in the financial industry. He is a renowned financial expert and has been featured in national media outlets such as CNBC, Fox Business, and The Wall Street Journal.
Financial Advisor Disclosures to Know
As a registered RIA, MATSON MONEY, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm’s advisors also have a duty to disclose any conflicts of interest to clients and strive to provide unbiased and objective advice.