Matthew Gagnon is a CFA-designated registered investment advisor at Financial Empowerment, based in Plano, TX, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Investment management clients become eligible to receive ongoing financial planning services once they reach $6,000 or more in annual investment management fees.
Fee Estimator
Location
Plano, TX
Get directionsHistory
Regulatory History (1)
Criminal
September 2004Other Business Activities
Matthew is the managing member of Financial Empowerment LLC, a new business providing investment management and financial planning services. He dedicates about 10-20% of his time to this venture, focusing on helping individuals with their personal finances.
Employment History
Current Registrations
Financial Empowerment
Previous Registrations
Avantax Planning Partners, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
United Capital Financial Advisers
State Registrations1 state
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.