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Matthew Warden

1 Year of Experience
Richardson, TX

Matthew Warden is a registered investment advisor at Quivira Advisors, LLC, based in Richardson, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

I am unable to provide a summary of investment management fees because the brochure does not contain sufficient information to determine the fee structure.

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Location

Richardson, TX

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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

Matthew is a managing member of Quivira LLC, a holding company, dedicating about a quarter of his time. He also works full-time at AT&T as a Lead Product Technologist.

Employment History
Current Registrations
Quivira Advisors, LLC
December 2024 - Present · 1 yr 5 mos
State Registrations2 states
CATX
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.
Matthew Warden - Financial Advisor | TrueAdvisor