Matthew Pogirski is a CFP-designated registered investment advisor at Unburdened Financial Planning, based in Wasilla, AK, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 15 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered to Strategic and Legacy Plan clients, and to non-profit organizations as a standalone service. There is no direct fee charged for investment management, as it is included in the monthly fee for the Strategic and Legacy plans. If UFP utilizes an outside manager, the client will pay the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
Contact
Matthew Pogirski
Location
Wasilla, AK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Unburdened Financial Planning
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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