Matthew Davis is a CFP-designated registered investment advisor at Financial Planning for Generations, INC., based in Encino, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning for Generations offers financial plans priced according to the complexity of the client's situation. After the plan is delivered, follow-on implementation work is billed at an hourly rate of $275 to $550 per hour, depending on the assigned planner.
Location
15760 Ventura Blvd, Suite 840, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew has been a Licensed Professional Fiduciary since 2016, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Financial Planning for Generations, INC.
State Registrations1 state
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