MH
CFP
MH
CFP

Matteo Hoch

3 Years of Experience
Las Vegas, NV

Matteo Hoch is a CFP-designated registered investment advisor at Bird Spring Financial LLC, based in Las Vegas, NV, with 3 years of industry experience. Matteo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Fixed Fee Financial Plan: $375.00 - $7,500.00, depending on the complexity of the work.
  • Monthly Subscription Financial Plan: $125 to $300 per month, depending on the complexity of the work, with a 12-month commitment.
  • Hourly Financial Planning: $250.00 - $400.00 per hour, based on the client’s desired timeframe.
Annual Retainer:$1,500 - $3,600/year
One-Time Plan:$375 - $7,500
Hourly Rate:$250 - $400/hr
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matteo is the sole member and software consultant for Pythus Data LLC, dedicating about 10% of his time. He also spends minimal time on Double 3 H Inc, a personal family office, and about 10-20% of his time on Bird Spring Tax LLC during tax season.

Employment History
Current Registrations
Bird Spring Financial LLC
August 2022 - Present · 3 yrs 9 mos
State Registrations1 state
NV
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.