Matthew Riggins is a CFP-designated registered investment advisor at Mash Financial Planning, based in Jacksonville, FL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $8.7M 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 | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Location
12574 Flagler Center Blvd Ste 101, Jacksonville, FL, 32258
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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 is a managing partner at Riggins & Forsyth Properties, where he helps with property acquisition, rehabilitation, and sales, dedicating about a quarter of his time. He also works as a tax preparer at Roy Miller and Associates, another activity taking about a quarter of Matthew's time.
Employment History
Current Registrations
Mash Financial Planning
Previous Registrations
Merit Financial Advisors
LPL Financial LLCBroker
State Registrations2 states
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