Matthew Bregozzo
Matthew Bregozzo is a registered investment advisor at Avantax Planning Partners, INC., based in San Diego, CA, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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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.
Learn about disclosures →Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Investment Management LLC
Cetera Advisors LLCBroker
Cetera Investment Services LLC
Cetera Wealth Services, LLC
Cetera Financial Specialists LLC
Cetera Advisors LLC
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Summit Brokerage Services, INC.Broker
Girard Securities, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
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.