Mathew Hunnicutt is a CFP-designated registered investment advisor at True Wealth Group, based in Bend, OR, with 22 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 153 clients with $110M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Location
750 NW Charbonneau Street, Suite 201, Bend, OR, 97703
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 →Other Business ActivitiesSells Insurance
Mathew is an independent insurance agent since 2017, spending minimal time on non-variable insurance sales. He is also the owner of Skyliner Wealth, LLC (DBA True Wealth Group) since June 2024, dedicating full-time hours to this investment-related business, and owns Peregrine Racing, an endurance sports and coaching business.
Employment History
Current Registrations
True Wealth Group
Previous Registrations
My Legacy Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Sii Investments, INC.Broker
Sii Investments, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.