Matthew Flynt

23 Years of Experience

Boca Raton, FL

2 DisclosuresBroker

Matthew Flynt is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 23 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

14703 advisors

IM Fee

Planning only

Assets Under Management

$606.0B

Fee Structure

Minimum Investment:$250K

Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000

View Full SEC Brochure

Location

1675 N Military Trail Ste 500, Boca Raton, FL, 33486

Get directions

History

Regulatory History (2)

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.

Financial

January 2018

Pending

Employment Separation After Allegations

July 2010

View Full SEC Report How to Read Disclosures

Employment History

Previous Registrations

Tiaa-Cref Individual & Institutional Services, LLCBroker

December 2010 - July 2012 · 1 yr 7 mos

Chase Investment Services CORP.

August 2009 - July 2010 · 11 mos

Chase Investment Services CORP.Broker

August 2009 - July 2010 · 11 mos

Morgan Stanley & CO. Incorporated

April 2007 - July 2009 · 2 yrs 3 mos

Morgan Stanley & CO. IncorporatedBroker

April 2007 - July 2009 · 2 yrs 3 mos

Morgan Stanley

December 2001 - April 2007 · 5 yrs 4 mos

Morgan Stanley Dw INC.Broker