Thomas Matta is a registered investment advisor at Embervest, based in Kailua, HI. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Embervest offers an Investment Advisory Service for $49 per month. This service includes AI-generated investment recommendations, asset allocation guidance, portfolio optimization suggestions, risk assessment, and specific security recommendations upon request. Clients are responsible for brokerage commissions, transaction costs, and management fees for mutual funds or ETFs.
Location
Kailua, HI
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Embervest
State Registrations1 state
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.