Matthew Zuccaro
Matthew Zuccaro is a CFP-designated registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,810 clients with $520M 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 | 1.75% |
Fees are negotiable and generally will not exceed 1.75% annually. Fees are based on factors including the scope and complexity of services, level of assets, and overall relationship.
Fee Estimator
Location
14155 N. 83 Ave #144, Peoria, AZ, 85381
Get directionsHistory
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.
Exams
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