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CFP

Matthew Barrovecchio

Christian Financial Advisors
22 Years of Experience
Winter Garden, FL
1 Disclosure
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Matthew Barrovecchio is a CFP-designated registered investment advisor at Christian Financial Advisors, based in Winter Garden, FL, with 22 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 6 more. Their firm serves 479 clients with $220M in assets under management.

Christian Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
479 clients
Average Client Portfolio
$457K average
Assets Under Management
$218.7M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.30%

Fees may be negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Winter Garden, FL

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History

Regulatory History (1)
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Regulatory
May 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Christian Financial Advisors
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Vanguard Advisers, INC.
May 2017 - February 2024 · 6 yrs 9 mos
Vanguard Marketing CorporationBroker
November 2004 - February 2024 · 19 yrs 3 mos
American Express Financial Advisors, INC.
July 2004 - September 2004 · 2 mos
American Express Financial Advisors INC.Broker
July 2004 - September 2004 · 2 mos
Ids Life Insurance CompanyBroker
July 2004 - September 2004 · 2 mos
State Registrations2 states
FLTX
Advisor

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.
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