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CFP

Matthew Beyer

Madrona Financial & Cpas
29 Years of Experience
Everett, WA
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Matthew Beyer is a CFP-designated registered investment advisor at Madrona Financial & Cpas, based in Everett, WA, with 29 years of industry experience. Their practice areas include Annuities, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 689 clients with $690M in assets under management.

Madrona Financial & Cpas
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
689 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$691.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.85%
$10.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.50%

Fees are negotiable. Real estate Delaware Statutory Trusts have a separate fee schedule ranging from 0.60% to 1.00%. Sub-adviser fees may be added to client bills.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2911 Bond Street, Suite 200, Everett, WA, 98201

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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
July 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew works as a financial advisor at Madrona Financial Services, LLC, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Madrona Financial & Cpas
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - January 2023 · 2 yrs 2 mos
Cetera Investment Advisers LLC
January 2014 - November 2020 · 6 yrs 10 mos
Cetera Investment Services LLCBroker
October 2013 - November 2020 · 7 yrs 1 mo
Cetera Investment Services LLC
October 2013 - January 2014 · 3 mos
Hornor, Townsend & Kent, INC.
February 2003 - September 2013 · 10 yrs 7 mos
Hornor, Townsend & Kent, INC.Broker
January 2003 - September 2013 · 10 yrs 8 mos
Thrivent Investment Management INC.Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
June 1997 - July 2002 · 5 yrs 1 mo
State Registrations2 states
TXWA
Advisor

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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