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Matthew Fevola

Advisory Solutions Group
27 Years of Experience
Sea Girt, NJ
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Matthew Fevola is a registered investment advisor at Advisory Solutions Group, based in Sea Girt, NJ, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 807 clients with $410M in assets under management.

Advisory Solutions Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
807 clients
Average Client Portfolio
$506K average
Assets Under Management
$408.4M

Fee Structure

Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee charged is 2.50% on all assets under management. Fees are generally negotiable and depend upon the complexity of the service.

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

Location

2150 Route 35, Suite 250, Sea Girt, NJ, 08750

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Settled
Customer Dispute
May 2009
Settled
Customer Dispute
April 2009
Denied
Customer Dispute
December 2007
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew owns properties since 2007 and is an independent insurance agent recommending fixed and life products since 2012, dedicating a few hours per week to this. He is also a registered representative with R.M. Stark & Co., Inc., working nearly full-time in this role.

Employment History
Current Registrations
Advisory Solutions Group
May 2026 - Present · 5 mos
R.M. Stark & CO., INC.
March 2015 - Present · 11 yrs 7 mos
R.M. Stark & CO., INC.Broker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Cs Planning CORP
March 2024 - June 2026 · 2 yrs 3 mos
Stark Financial Advisers, INC.
March 2022 - December 2022 · 9 mos
Stark Financial Advisers, INC.
June 2015 - May 2020 · 4 yrs 11 mos
Royal Alliance Associates, INC.
November 2010 - March 2015 · 4 yrs 4 mos
Royal Alliance Associates, INC.Broker
February 2009 - March 2015 · 6 yrs 1 mo
Commerce Capital Markets, INC.
March 2008 - February 2009 · 11 mos
Commerce Capital Markets, INC.Broker
February 2003 - February 2009 · 6 yrs
Linsco/private Ledger CORP.Broker
March 2000 - March 2003 · 3 yrs
First Montauk Securities CORP.Broker
January 1999 - September 1999 · 8 mos
State Registrations9 states
AZDEFLNJNVNYPASCVA
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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