Matthew Etzler is a CFP-designated registered investment advisor at Etzler Financial Advisors, LLC, based in Red Bluff, CA, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 125 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Etzler Financial Advisors does not charge a fee based on the value of your investments. If you request investment management, the time spent performing these services counts against the allocated time specified in your subscription agreement. If you prefer Etzler Financial to manage your account on a discretionary basis, there is a third-party service fee of 0.25% of the value of your managed accounts, charged quarterly.
Contact
Matthew Etzler
Location
641 Main Street, Red Bluff, CA, 96080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Etzler Financial Advisors, LLC
Previous Registrations
Capital Analysts, Incorporated
State Registrations2 states
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.
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