Matthew Mcclendon
Matthew Mcclendon is a CFA, CFP-designated registered investment advisor at Ethos Financial Group, LLC, based in King of Prussia, PA, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,808 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.25% to 2.5% of assets under management. Specific fees depend on the advisor and relationship complexity and are outlined in your agreement.
Fee Estimator
Location
2200 Renaissance Blvd, Suite 340, King of Prussia, PA, 19406
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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.
Learn about disclosures →Employment History
Current Registrations
Ethos Financial Group, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife 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.
Exams
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