Kyle Matson is a CFP-designated registered investment advisor at Matson Financial Advisors, INC., based in Danbury, CT. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 221 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matson Financial Advisors has provided advisory services to select legacy clients for fees based on a percentage of the value of your portfolio. Generally, the annual fees have ranged from 0.40% to 1.25% of the value of your portfolio. These fees are invoiced after the services are provided and deducted directly from client assets held at the account custodian. However, there may be situations in which clients are invoiced directly.
Location
4 Mountain View Terrace, Suite 104, Danbury, CT, 06810-4116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Matson Financial Advisors, INC.
State Registrations1 state
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