Matthew Tarini
Matthew Tarini is a CFP-designated registered investment advisor at Focused Alpha, LLC, based in Phoenix, AZ, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 553 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focused Alpha offers its investment management services exclusively through a bundled fee program where investment advice and trading costs are combined into a single fee. Because Focused Alpha's brochure does not disclose a specific percentage fee schedule or tiered rates for portfolio management, you will need to contact the firm directly to discuss their specific fee rates. The firm generally requires a minimum account size of $250,000, though this minimum may be waived at their discretion.
Location
10429 S 51st St, #245, Phoenix, AZ, 85044
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Employment History
Current Registrations
Focused Alpha, LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Salomon Smith Barney INC.
Citigroup Global Markets INC.Broker
Baraban Securities, INC.Broker
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.
Exams
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