Matthew Brock is a CFP-designated registered investment advisor at Divergent Planning, based in Bethesda, MD, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more. Their firm serves 268 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Matthew Brock
Location
6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817
Get directionsHistory
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 →Employment History
Current Registrations
Divergent Planning
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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
Additional Information
Matt Brock, CFP®, has spent his entire career helping people navigate the changes in their life through comprehensive financial planning. As a Lead Advisor for Divergent Planning, the CERTIFIED FINANCIAL PLANNER™ professional gets to know each client personally as well as their goals, and creates and implements the financial planning strategies to help them reach those goals. As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.