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, High Net Worth, Investment Management, and 2 more. 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
Heartstone Advisors offers individual wealth management services on a fee basis calculated as a percentage of the value of your portfolio. In addition to their advisory fees, you may incur custodial fees, brokerage commissions, transaction fees, and internal fund expenses.
Location
2 O'Brien Ave, Whitefish, MT, 59937
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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.
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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.
Exams
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