Matthew Mcdaniel
Matthew Mcdaniel is a CFP-designated registered investment advisor at Compass Ion Advisors, LLC, based in Knoxville, TN, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,204 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.
Location
Knoxville, TN
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Regulatory History (1)
Regulatory
August 2019Other Business Activities
Matthew works as a tax preparer and planner for McDaniel Tax Advisory LLC, and as a financial planner for Fiduciary Advisor Suppot LLC. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Compass Ion Advisors, LLC
Previous Registrations
Vision Financial Consulting
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.
Exams
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