Zachary Matarazzo
Zachary Matarazzo is a CFP-designated registered investment advisor at Main Line Retirement Advisors, LLC, based in Whitefish, MT, with 8 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 181 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Line Retirement Advisors offers investment management services based on a percentage of your portfolio's value. The specific percentage is not listed in this document. In addition to the advisory fee, you may also incur transaction fees, including custodian charges, brokerage commissions, transaction costs, reporting and withdrawal fees and other account expenses associated with the management of your investment account.
Location
2 O'Brien Ave, Whitefish, MT, 59937
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Main Line Retirement Advisors, LLC
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.