Matthew Sebenoler is a registered investment advisor at Invicta Financial Group, based in Boerne, TX, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 512 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invicta Financial Group does not directly manage investment portfolios. Instead, they recommend third-party investment advisors to clients, such as Howard Capital Management, American Trust, 401GO, and Sonnet, LLC. These advisors charge up to 2.20% or 1.90% annually, depending on the advisor. Invicta Financial Group typically shares these fees with the third-party advisors. The specific fee and termination policies depend on the third-party advisor selected.
Location
12 Truss Drive, Suite 104, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the trustee of a trust since 1999, dedicating minimal time to this activity. He is also an owner and manager of 4C Financial, LLC since 2025, a corporation established for tax purposes related to his advisory business, requiring minimal time.
Employment History
Current Registrations
Invicta Financial Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
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.