MG
MG

Matthew Gusky

5 Years of Experience
Scottsdale, AZ
Sells Insurance

Matthew Gusky is a registered investment advisor at Ardent Wealth Management, based in Scottsdale, AZ, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The Advisory Fee ranges up to 1.50% annually of the assets under management. The Advisory Fee is negotiable. Client’s fees will take into consideration the aggregate assets under management with the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14555 N Scottsdale Rd, Suite 320, Scottsdale, AZ, 85254

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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 ActivitiesSells Insurance

Matthew is involved in insurance sales through Regal Financial Group since 2020, dedicating minimal time. He also engages in insurance sales through Commission Crosswise Insurance Agency, LLC since 2024, spending a few hours per week.

Employment History
Current Registrations
Ardent Wealth Management
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Lifeworks Advisors, LLC
December 2021 - January 2025 · 3 yrs 1 mo
Regal Investment Advisors LLC
March 2020 - November 2021 · 1 yr 8 mos
State Registrations1 state
MI
Advisor

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.
Matthew Gusky - Financial Advisor | TrueAdvisor