Matthew Harrison is a CFA, CFP-designated registered investment advisor at Attessa Capital LLC, based in Tucson, AZ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 246 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or reduced in certain circumstances.
Fee Estimator
Location
3060 N Swan Rd, Tucson, AZ, 85712
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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 is a Managing Director & Partner at Attessa Capital LLC since January 2024. He is also transitioning clients and IAR responsibilities from MWH Investments, LLC dba Harrison Wealth Management to Attessa Capital, requiring registration at both firms during the transition.
Employment History
Current Registrations
Attessa Capital LLC
Previous Registrations
Harrison Wealth Management
Rmh Investment Management, LLC
Rmh Investment Management, LLC
M&i Investment Management CORP.
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.