Matthew Walston is a PFS-designated registered investment advisor at Strategic Financial, LLC, based in South Windsor, CT, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 198 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Financial charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 1.00% and 1.50%, depending on the amount of assets managed and the type of investment management services provided.
Location
1695 Ellington Road, Suite 202, South Windsor, CT, 06074
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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.
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Matthew is a 50% owner of Walston & Ignagni since 1985, where he works as a certified public accountant providing tax and accounting services. This takes about half of Matthew's time.
Employment History
Current Registrations
Strategic Financial, LLC
Previous Registrations
Ffp Advisory Services INC
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.