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Matthew Rawlins

19 Years of Experience
Thomasville, GA
BrokerSells Insurance

Matthew Rawlins is a registered investment advisor at VALIC Financial Advisors, INC., based in Thomasville, GA, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

122 North Madison Street, Thomasville, GA, 31792

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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

Matthew is a managing member of South Forty Land, LLC, a real estate venture, and has a stake in Bell Warehouse Rental, LLC, a self-storage business. He also has a principal position in Hawthorne Trail Farms, LLC, the family farm, and sells non-securities insurance products as an agent for AGIA, spending a few hours per week on this.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2013 - Present · 12 yrs 10 mos
VALIC Financial Advisors, INC.Broker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Aig Retirement Advisors, INC.
March 2003 - June 2008 · 5 yrs 3 mos
Aig Retirement Advisors, INC.Broker
May 2001 - June 2008 · 7 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
May 2001 - December 2001 · 7 mos
State Registrations8 states
ALFLGANCPASDTNTX
AdvisorBrokerBoth

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.