Matthew Anderson is a CFP-designated registered investment advisor at Newedge Advisors, based in Austin, TX, with 19 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, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
12117 Bee Caves Rd, Suite 220, Austin, TX, 78738
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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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Matthew conducts advisory services through NewEdge Advisors, LLC, dedicating full-time hours to this activity. He also owns Everplan Tax, LLC, a tax preparation business, and spends a few hours per week on it.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
HUB Investment Partners, LLC
Tcg Advisors
Tcg Advisors, LP
Reason Financial
1st Global Advisors INC
1st Global Advisors INC
1st Global Capital CORP.Broker
Tuttle Wealth Management, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 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.