Matthew Ryan is a CFA, CFP-designated registered investment advisor at Focused Mission Financial, based in San Diego, CA, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 50 clients with $65M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
If FMF uses an outside manager, the above fee schedule does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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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 →Other Business Activities
Matthew creates financial education videos and hosts webinars for companies. This activity is non-investment related and takes less than 10% of his time.
Employment History
Current Registrations
Focused Mission Financial
Previous Registrations
Creative Capital Management Investments LLC
State Registrations2 states
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
Additional Information
About the founder, Matt Ryan: