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Brent Matthew

Scottsdale Wealth Advisory LLC
21 Years of Experience
Paradise Valley, AZ
Sells Insurance
View SEC Summary
View SEC Summary

Brent Matthew is a registered investment advisor at Scottsdale Wealth Advisory LLC, based in Paradise Valley, AZ, with 21 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 175 clients with $67M in assets under management.

Scottsdale Wealth Advisory LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
175 clients
Average Client Portfolio
$385K average
Assets Under Management
$67.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee is up to 1.50% of assets under management. Fees are negotiable based on factors such as historical relationship, account composition, and dollar amounts managed. Accounts within the same household may be combined.

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

Location

8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ, 85253

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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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Other Business ActivitiesSells Insurance

Brent is a licensed insurance agent with Scottsdale Wealth Advisory LLC, focusing on annuity and insurance-related business. He dedicates about a quarter of his time to this activity.

Employment History
Current Registrations
Scottsdale Wealth Advisory LLC
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
M. S. Howells & CO.Broker
November 2017 - December 2018 · 1 yr 1 mo
G.F. Investment Services, LLCBroker
April 2014 - November 2016 · 2 yrs 7 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2013 - March 2014 · 6 mos
Secure Investment Management, LLC
January 2012 - November 2016 · 4 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2009 - August 2011 · 2 yrs 3 mos
Associated Securities CORP.Broker
March 2006 - May 2007 · 1 yr 2 mos
Wells Fargo Investments, LLC
May 2003 - January 2006 · 2 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2003 - January 2006 · 2 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
April 2002 - July 2002 · 3 mos
Morgan Stanley Dw INC.Broker
June 2001 - January 2002 · 7 mos
State Registrations5 states
AZCOILOHTX
Advisor

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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