MF
CFP
MF
CFP

Matthew Forney

6 Years of Experience

Matthew Forney is a CFP-designated registered investment advisor at Domain Money Advisors, LLC, based in Colorado Springs, CO, with 6 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.

Compensation
Fixed/Hourly
Firm Size
18 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Domain Money offers investment management services through a relationship with Altruist Corp. and may use Turn-key Asset Management Platforms (TAMPs). As of the date of this brochure, the Adviser manages $0 of assets under management.

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Location

Colorado Springs, CO

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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
Domain Money Advisors, LLC
September 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
October 2015 - April 2020 · 4 yrs 6 mos
LPL Financial LLCBroker
July 2015 - April 2020 · 4 yrs 9 mos
Vanguard Marketing CorporationBroker
November 2013 - April 2015 · 1 yr 5 mos
State Registrations3 states
CACOTX
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.
Matthew Forney - Financial Advisor | TrueAdvisor