MM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
30,142 clients
Average Client Portfolio
$682K average
Assets Under Management
$20.6B
Fee Structure
Financial Planning:Investment management only
I am unable to provide a fee summary because the document does not contain a fee schedule.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
5955 Deerfield Blvd., Cincinnati, OH, 45040
Get directionsRegulatory History
Clean regulatory record
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 →Other Business Activities
Mark is the owner of the Matson Family Foundation, a non-profit charity, since 2011. This activity is not investment-related.
Employment History
Current Registrations
Matson Capital LLC
August 2025 - Present · 5 mos
Matson Money, INC.
October 1998 - Present · 27 yrs 3 mos
State Registrations3 states
AZOHTX
Advisor
Exams
No exam information available for this advisor.