Matthew Ramos is a CFP-designated registered investment advisor at Mpower Wealth Management, LLC, based in Drexel Hill, PA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Federal Employees, and 4 more. Their firm serves 14 clients with $9.1M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees negotiable for accounts greater than $3,000,000.
Fee Estimator
Contact
Matthew Ramos
Location
Drexel Hill, PA
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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 →Employment History
Current Registrations
Mpower Wealth Management, LLC
Previous Registrations
Forum Financial Management, LP
Mar Financial Planning, LLC
Cassaday & CO INC
Royal Alliance Associates, INC.Broker
Mar Financial Planning, LLC
Sullivan, Bruyette, Speros & Blayney, LLC
Capital Fiduciary Advisors, LLC
Mtx Wealth Management, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.
Exams
Additional Information
MAR Financial Planning, LLC was founded with the mission to provide affordable and straightforward financial planning and investment management for everyone. Financial planning can be complicated, but my approach is not. I believe my role as your financial planner is similar to that of your family doctor: you have an annual physical, regular checkups, and receive straightforward treatments when you are not well.