Matthew Thomas Pence

Fluent Financial, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth

Fluent Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

432 clients

Average Client Portfolio

$688K average

Assets Under Management

$297.1M

Fee Structure

Location

14800 Landmark Blvd., Suite 848, Dallas, TX, 75254

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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.

Employment History

Current Registrations

Fluent Financial, LLC

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Fisher Investments

April 2022 - May 2024 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.