TrueAdvisor
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MF
CFP
MF
CFP

Matthew Filik

LPL Financial LLC
16 Years of Experience
Franklin, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Filik is a CFP-designated registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 16 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2550 Meridian Blvd, Ste 200 Rm 242, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Matthew is a notary, a non-profit board member, and involved with ClearFocus Holdings, LLC for tax/investment purposes. He also engages in non-variable insurance activities, dedicating a few hours per week, and ClearFocus DBA for LPL business.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
November 2017 - March 2025 · 7 yrs 4 mos
The Investment Center, INC.Broker
November 2017 - March 2025 · 7 yrs 4 mos
Invest Financial Corporation
September 2010 - December 2017 · 7 yrs 3 mos
Invest Financial CorporationBroker
May 2010 - December 2017 · 7 yrs 7 mos
State Registrations19 states
AZCACODCFLGAINKYMAMDMSNCNJNYPASCTNVAWA
AdvisorBrokerBoth

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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