Matthew Saul
Matthew Saul is a CFP, ChFC-designated registered investment advisor at Saul Wealth Advisors, LLC, based in Miami, FL, with 17 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are a maximum of 1.50%. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
700 NE 26th Terrace, Unit 3203, Miami, FL, 33137
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
Matthew is an insurance agent selling individual and group life and health insurance, including fixed annuities, dedicating a few hours per week to this. He also owns Saul Wealth Advisors LLC, Saul, LLC, Saul Wealth Advisors, Inc. (a financial services DBA), Vanston Holdings LLC (a rental property holding company), and provides consulting services to entrepreneurs as a Certified Exit Planning Advisor (about 10-20% of his time).
Employment History
Current Registrations
Saul Wealth Advisors, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
New England SecuritiesBroker
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.