TrueAdvisor
TrueAdvisor
MR
CFP · ChFC
MR
CFP · ChFC

Matthew Rose

Invicta Financial Group
15 Years of Experience
San Diego, CA
View SEC Summary
View SEC Summary

Matthew Rose is a CFP, ChFC-designated registered investment advisor at Invicta Financial Group, based in San Diego, CA, with 15 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 477 clients with $370M in assets under management.

Invicta Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
477 clients
Average Client Portfolio
$778K average
Assets Under Management
$371.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Fees represent the maximum total annual advisory fee charged by third-party money managers recommended by BDT & Associates, which is typically shared equally between BDT & Associates and the third-party manager. Specific rates depend on the chosen third-party platform (ranging up to 1.90% to 2.20%) and are negotiable.

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

Location

11440 West Bernardo Ct, Suite 102, San Diego, CA, 92127

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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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Employment History
Current Registrations
Invicta Financial Group
July 2026 - Present · 3 mos
Previous Registrations
First Command Advisory Services
December 2015 - June 2026 · 10 yrs 6 mos
First Command Financial Planning, INC.
March 2014 - December 2015 · 1 yr 9 mos
First Command Brokerage Services, INC.Broker
March 2014 - June 2026 · 12 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2013 · 7 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor

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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