Matthew Kenaston is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Mill Valley, CA, with 21 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
100 Shoreline Highway, Suite B-101, Mill Valley, CA, 94941
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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 an advisor for Opto Investments, a fintech platform for traditional alternatives, since 2023. He dedicates minimal time to this role.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Blue Oak Capital LLC
Ladenburg Thalmann Asset Management INC
Wells Fargo Investments, LLC
Morgan Stanley
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.