MH
CFP
MH
CFP

Matthew Howard

6 Years of Experience
Naples, FL
Broker

Matthew Howard is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1421 Pine Ridge Road, Suite 300, Naples, FL, 34109

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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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Other Business Activities

Matthew is a silent partner and 10% owner of Matrix Bathroom Systems of Colorado, LLC, spending minimal time receiving updates. He also provides assistance to his father, including arranging transportation and coordinating household tasks, for which he receives a salary, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
VALIC Financial Advisors, INC.
May 2019 - February 2022 · 2 yrs 9 mos
VALIC Financial Advisors, INC.Broker
November 2018 - February 2022 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
February 2016 - January 2017 · 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.