MB
CFP
MB
CFP

Matthew Boynton

30 Years of Experience
Mt. Laurel, NJ
1 DisclosureBroker

Matthew Boynton is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Mt. Laurel, NJ, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

501 Fellowship Road, Mt. Laurel, NJ, 08054

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Denied
Other Business Activities

Matthew owns and maintains a rental real estate property since 2020. He has full authority to make investment decisions related to the property.

Employment History
Current Registrations
UBS Financial Services INC.
May 2008 - Present · 18 yrs
UBS Financial Services INC.Broker
March 2005 - Present · 21 yrs 2 mos
UBS Financial Services INC.
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - April 2005 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
September 2001 - April 2005 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - October 2001 · 6 yrs 3 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILINLAMAMDMEMSNCNHNJNMNVNYOHORPASCTNTXVAVTWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Matthew Boynton - Financial Advisor | TrueAdvisor