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 Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors does not directly manage investments. They can refer you to third-party managers who will manage your investments for a fee. PL Wealth Advisors may receive a portion of the management fee charged by the third-party manager, ranging from 0.50% to 1.50% annually. This fee is included in the overall management fees charged by the third-party manager.
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.