Matteo Hoch is a CFP-designated registered investment advisor at Bird Spring Financial LLC, based in Las Vegas, NV, with 4 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Bird Spring Financial offers a monthly subscription plan for ongoing financial planning commitments lasting twelve months:
- Monthly subscription fee — $125 to $300 per month, depending on the complexity of the work, due on the 1st of each month covering the prior month's services.
- Comprehensive financial planning (fixed fee) — $525 to $7,500 depending on the complexity of the work, with half due at the start and the remainder upon completion
- Hourly consulting — $350 to $500 per hour, based on your desired timeframe and complexity
- Tax preparation services — Starting at $550 for an individual return through an affiliated entity, with additional complexity billed hourly at $350 per hour
Location
Las Vegas, NV
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Regulatory History
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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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
State Registrations1 state
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Exams
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