Matthew Brown is a CFP-designated registered investment advisor at Mascagni Wealth Management, INC., based in Clinton, MS, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 693 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mascagni Wealth Management provides investment management through a wrap fee program. To learn about the fees for this program, you can request their Wrap Fee Program Brochure.
Location
205 E. Main Street, Clinton, MS, 39056
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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 Activities
Matthew is listed as a secondary/contingent co-trustee for The Brown Family Trust, an investment-related activity. He would only serve if his brother cannot, and he intends to disclaim the role if needed.
Employment History
Current Registrations
Mascagni Wealth Management, INC.
Previous Registrations
Mascagni Wealth Management
Investacorp, 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.