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Matthew Leighton

Superior Planning Wealth Management & Family Office
5 Years of Experience
San Diego, CA
Broker
View SEC Summary
View SEC Summary

Matthew Leighton is a registered investment advisor at Superior Planning Wealth Management & Family Office, based in San Diego, CA, with 5 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 516 clients with $350M in assets under management.

Superior Planning Wealth Management & Family Office
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
516 clients
Average Client Portfolio
$677K average
Assets Under Management
$349.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual fee is 2.00 percent. Specific fees are determined based on asset size, portfolio complexity, and account activity, and are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10085 Carroll Canyon Road, Suite 150, San Diego, CA, 92131

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Matthew is the Chief Operations Officer of Superior Planning Financial Solutions, dedicating nearly full-time hours. He also has several other business activities, including owning MPL Ventures LLC (consulting), co-owning A Perfect Pear LLC (real estate), working as an independent mortgage loan broker for Sprint Funding, and holding ownership positions in several LLCs related to real estate.

Employment History
Current Registrations
Superior Planning Wealth Management & Family Office
January 2025 - Present · 1 yr 9 mos
Planmember Securities Corporation
December 2020 - Present · 5 yrs 10 mos
Planmember Securities CorporationBroker
October 2020 - Present · 6 yrs
State Registrations6 states
AZCAFLNVORTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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