Matthew Christl is a CFP-designated registered investment advisor at Wise Wealth Partners, LLC, based in Folsom, CA, with 22 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 129 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
1024 Iron Point Road, Folsom, CA, 95630
Get directionsHistory
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 owns a rental property in Sacramento, CA since 2011. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Wise Wealth Partners, LLC
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Cal Fed InvestmentsBroker
State Registrations3 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.