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CFP

William Mattey

Strategic Advisers LLC
26 Years of Experience
Westwood, MA
Broker
View SEC Summary
View SEC Summary

William Mattey is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Westwood, MA, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

Location

109 University Ave, Ste 107, Westwood, MA, 02090-2306

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
March 2014 - Present · 12 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
May 2014 - July 2018 · 4 yrs 2 mos
Oppenheimer & CO. INC.Broker
September 2011 - September 2012 · 1 yr
Susquehanna Financial Group, LllpBroker
March 2010 - June 2011 · 1 yr 3 mos
J.P. Morgan Securities INC.Broker
October 2008 - February 2010 · 1 yr 4 mos
J.P. Morgan Securities INC.Broker
January 2001 - October 2008 · 7 yrs 9 mos
J.P. Morgan Securities INC.Broker
April 2000 - May 2001 · 1 yr 1 mo
Signator Investors, INC.Broker
August 1998 - May 2000 · 1 yr 9 mos
State Registrations20 states
CACOCTDCFLGAMAMDMENHNJNMNVNYPARISCTNTXVA
AdvisorBrokerBoth

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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