Matthew Walters
Matthew Walters is a CFP-designated registered investment advisor at Mach-1 Financial Group, LLC, based in Rogers, AR, with 9 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, Retirement Planning, Tax Planning. Their firm serves 1,566 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Estate planning coordination — Up to $10,000 depending on the complexity of your situation, covering the creation of wills, trusts, living wills, and powers of attorney through an online platform.
Location
1001 S. 52nd Street, Suite 100, Rogers, AR, 72758
Get directionsHistory
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 ActivitiesSells Insurance
Matthew works as an insurance agent with David A. Lee, Inc., providing insurance planning for businesses and individuals. This takes about full-time hours, with about 20 hours occurring during trading hours.
Employment History
Current Registrations
Mach-1 Financial Group, LLC
Previous Registrations
Fusion Capital Management
Capital Markets Iq, 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
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