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Matthew Tomich

LPL Financial LLC
30 Years of Experience
Indian Rocks Beach, FL
1 DisclosureBroker
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Matthew Tomich is a registered investment advisor at LPL Financial LLC, based in Indian Rocks Beach, FL, with 30 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Indian Rocks Beach, FL

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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
April 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew owns a single-family beach house in Long Beach Township, NJ since 2016. He also has business ownership and outside employment with Blue Aries LLC, dedicating about a third of his time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2026 - Present · 7 mos
LPL Financial LLC
March 2026 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
September 2011 - March 2026 · 14 yrs 6 mos
Ameriprise Financial Services, LLC
September 2011 - March 2026 · 14 yrs 6 mos
Raymond James & Associates, INC.
April 2011 - October 2011 · 6 mos
Raymond James & Associates, INC.Broker
April 2011 - October 2011 · 6 mos
Howe Barnes Capital Management, INC.
May 2007 - October 2011 · 4 yrs 5 mos
Howe Barnes Hoefer & Arnett, INC.Broker
January 2006 - August 2011 · 5 yrs 7 mos
Ryan Beck & CO.Broker
April 2002 - January 2006 · 3 yrs 9 mos
Gruntal & CO., L.L.C.Broker
July 2001 - May 2002 · 10 mos
H&r Block Financial Advisors, INC.Broker
December 1995 - July 2001 · 5 yrs 7 mos
State Registrations27 states
ARAZCACOCTFLGAIAIDILINKSMAMDMIMNMOMSNJNYOHPATNTXVAWAWI
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.
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