Matthew Benson is a CFP-designated registered investment advisor at Sonmore Financial LLC, based in Chandler, AZ, with 12 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $87M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable. If Sonmore uses a sub-advisor, you will pay an additional 0.25% per year. There is a $6,250 minimum annual fee that includes both investment management and financial planning.
Fee Estimator
Location
1490 S. Price Rd., Ste. 116, Chandler, AZ, 85286
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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 →Employment History
Current Registrations
Sonmore Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations3 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.