Matthew Valentine
Matthew Valentine is a registered investment advisor at Pl Wealth Advisors, LLC, based in Salt Lake City, UT, with 10 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $1.4M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
PL Wealth Advisors offers ongoing consulting and support services upon completing its initial program. The firm structures its consulting engagements as fixed-fee packages ranging from $5,000 to $15,000 or $150 per hour.
- Comprehensive Package — Includes 5 one-on-one meetings, comprehensive analysis, personalized wealth strategy, a 12-month action plan, and an annual review.
- Elite Package — Includes all Comprehensive package features plus three personal and business development consultations.
- Fixed-fee financial planning and consulting — $5,000 to $15,000 depending on the scope and complexity of services
- Hourly consulting — $150 per hour for specific questions and ongoing reviews
Location
650 South 500 West, Suite 128, Salt Lake City, UT, 84101
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling individual life, health, group life, and group health insurance since 2011, spending a few hours per week on this activity. He also owns Valentine Financial LLC and Valentine Realty DBA with Annie Valentine.
Employment History
Current Registrations
Pl Wealth Advisors, LLC
Previous Registrations
Legacy Wealth Management, LLC
MML Investors Services, LLCBroker
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.
Exams
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