Matthew Macek is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Addison, TX, with 6 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
15725 Dallas Parkway, Suite 600, Addison, TX, 75001
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Flaharty Asset Management, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Clearing, LLCBroker
Ryback Management CorporationBroker
State Registrations1 state
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
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