TrueAdvisor
TrueAdvisor
RG
RG

Ronald Dan Gregg

Pogson & Matt Wealth Management Group
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Pogson & Matt Wealth Management Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
133 clients
Average Client Portfolio
$620K average
Assets Under Management
$82.5M

Fee Structure

Minimum Investment:$250K

Location

6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pogson & Matt Wealth Management Group
February 2011 - Present · 15 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2010 - February 2011 · 10 mos
Strategic Advisers, INC.
January 2001 - April 2010 · 9 yrs 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.