MS
CFP
MS
CFP

Matthew Stoutenburg

13 Years of Experience
Ithaca, NY

Matthew Stoutenburg is a CFP-designated registered investment advisor at Cornell Pochily Investment Advisors, INC., based in Ithaca, NY, with 13 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 555 clients with $650M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
555 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$654.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee varies up to 1.25% depending on the market value of assets under management and the type of investment services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2415 North Triphammer Road, Suite 1, Ithaca, NY, 14850-1094

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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
Cornell Pochily Investment Advisors, INC.
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLC
May 2017 - June 2023 · 6 yrs 1 mo
LPL Financial LLCBroker
May 2017 - June 2023 · 6 yrs 1 mo
Edward JonesBroker
March 2015 - May 2017 · 2 yrs 2 mos
Edward Jones
March 2015 - May 2017 · 2 yrs 2 mos
AXA Advisors, LLC
July 2014 - March 2015 · 8 mos
AXA Advisors, LLCBroker
July 2013 - March 2015 · 1 yr 8 mos
State Registrations2 states
NYTX
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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