Audrey Himebaugh
Audrey Himebaugh is a CFP-designated registered investment advisor at Matson Financial Advisors, INC., based in Danbury, CT, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 221 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matson Financial Advisors has provided advisory services to select legacy clients for fees based on a percentage of the value of your portfolio. Generally, the annual fees have ranged from 0.40% to 1.25% of the value of your portfolio. These fees are invoiced after the services are provided and deducted directly from client assets held at the account custodian. However, there may be situations in which clients are invoiced directly.
Location
4 Mountain View Terrace, Suite 104, Danbury, CT, 06810-4116
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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.
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Audrey works as an administrative assistant for Matson Financial Advisors, Inc., dedicating nearly full-time hours to client assistance and account administration. She also prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield a few hours per week, and works as an advisory representative for Matson Financial Advisors, Inc. nearly full-time.
Employment History
Current Registrations
Matson Financial Advisors, INC.
Previous Registrations
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, 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.