Matthew Zuccaro
Matthew Zuccaro is a CFP-designated registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,549 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingdom Financial Group does not directly manage investments for individual clients. Instead, they refer clients to third-party money managers. The fees for these managers vary depending on the advisor selected, the amount of assets managed, and the number of accounts. Kingdom Financial Group receives a portion of the fee charged by the third-party manager as a referral fee.
Location
14155 N. 83 Ave #144, Peoria, AZ, 85381
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Regulatory History (2)
Employment Separation After Allegations
August 2023Customer Dispute
February 2006Employment History
Current Registrations
Kingdom Financial Group, LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.