Matthew Pederson is a registered investment advisor at Mp3 Finance LLC, based in Cameron Park, CA, with 1 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, Retirement Planning, Tax Planning. Their firm serves 11 clients with $500K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
MP3 Finance offers subscription-based financial planning for $200 per month. This includes ongoing access to financial advice, periodic reviews of your financial plan, and updates as needed.
- Comprehensive financial plan — $500, includes analysis of your current financial situation, identification of short and long-term objectives, and strategic recommendations.
- Retirement analysis — $500, includes an in-depth analysis of your current retirement savings, projected future income needs, and the development of strategies to ensure a comfortable retirement.
- Financial planning session — $100/hour, for specific questions or concerns about your financial situation.
Location
3546 Fairway Drive, Cameron Park, CA, 95762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mp3 Finance LLC
State Registrations1 state
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