Matthew Taddei
Matthew Taddei is a CFP, ChFC-designated registered investment advisor at Westhill Financial Advisors, INC., based in San Rafael, CA, with 42 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 442 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.30% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
999 Fifth Ave., Suite 300, San Rafael, CA, 94901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent for various independent insurance companies, dedicating minimal time to this role. He is also a non-paid advisory council member of Heritage Bank of Commerce.
Employment History
Current Registrations
Westhill Financial Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.