Matthew Gunter
Matthew Gunter is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Belton, TX, with 20 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
204 N Penelope Street, Suite A, Belton, TX, 76513
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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 is a partner in Augmented Assets, LLC, author of a financial literacy book, owner/operator of Fat G Ranch LLC, owner/branch manager/financial advisor at Gunter Financial Partners (taking about half of Matthew's time), partner in Gunter Real Estate Holdings, LLC, co-manager/co-owner of Gunter Stanley Enterprises, LLC (dedicating about 10-20% of his time), owner/proprietor of Matthew Gunter Ranch, and has a position at MK&T Depot Holdings, LLC. None of these activities appear to be insurance-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations51 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.
Exams
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