Matthew Rzepka
Matthew Rzepka is a CFP-designated registered investment advisor at Valley Oak Investment Strategies LLC, based in Lakeway, TX, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valley Oak Investment Strategies charges a fee based on a percentage of your investments each year, ranging from 0% to 2.00%. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fees charged by the sub-adviser, Bison Wealth, are included in Valley Oak's fee. GeoWealth's platform fees are separate and in addition to Valley Oak's fee, with a maximum of 0.50%.
Location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
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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 →Other Business ActivitiesSells Insurance
Matthew is a Managing Member/CPA at Valley Oak Financial PLC DBA Tax Centric Solutions LLC, dedicating about half his time to tax preparation, accounting, and consulting services. He also manages rental properties through Valley Oak Properties, LLC and is a passive owner of Zoup Franchises, while spending about 5% of his time as an Independent Agent selling insurance for Financial Gravity Enhanced Markets, LLC.
Employment History
Current Registrations
Valley Oak Investment Strategies LLC
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
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.