Matthew Mcdonough
Matthew Mcdonough is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, OH, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
8050 North High Street, Suite 130, Columbus, OH, 43235
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Matthew works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Buckingham Financial Group, INC.
Buckingham Capital Management, INC.
Funds Distributor, INC.Broker
Victory Capital Advisers, INC.Broker
One Group Services Company (the)Broker
Mentor Distributors, LLCBroker
Evergreen Distributor, INC.Broker
J.P. Morgan Fund Distributors, INC.Broker
Kent Funds Distributors, INC.Broker
Performance Funds Distributor, INC.Broker
Centura Funds Distributor, INC.Broker
Concord Financial Group, INC.Broker
Barr Rosenberg Funds Distributor, INC.Broker
Bny Hamilton Distributors, INC.Broker
Cfd Fund Distributors, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations6 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.