MB
CFP

Matthew John Beyer

28 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
671 clients
Average Client Portfolio
$754K average
Assets Under Management
$505.7M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.05%
$5M+0.85%

Sub-adviser fees may be passed on to clients, potentially increasing the overall fee up to 2.00% for assets of $1 million or below.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500

Madrona charges an annual fee based on assets under management. For standard assets like stocks and bonds, the fee ranges from 1.25% on the first $1 million to 0.85% on assets over $5 million. DST investments have a separate fee schedule. Financial planning fees are typically $2,500 but are negotiable. A minimum of $500,000 in investable assets is generally required, though this is negotiable. Sub-adviser fees may be passed on to clients, potentially increasing the overall fee up to 2.00% for assets of $1 million or below.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2911 Bond Street, Suite 200, Everett, WA, 98201

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2001
Settled
Other Business ActivitiesSells Insurance

Matthew works as a financial advisor at Madrona Financial Services, LLC, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Madrona Financial & Cpas
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - January 2023 · 2 yrs 2 mos
Cetera Investment Advisers LLC
January 2014 - November 2020 · 6 yrs 10 mos
Cetera Investment Services LLCBroker
October 2013 - November 2020 · 7 yrs 1 mo
Cetera Investment Services LLC
October 2013 - January 2014 · 3 mos
Hornor, Townsend & Kent, INC.
February 2003 - September 2013 · 10 yrs 7 mos
Hornor, Townsend & Kent, INC. Broker
January 2003 - September 2013 · 10 yrs 8 mos
Thrivent Investment Management INC. Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
June 1997 - July 2002 · 5 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Matthew John Beyer - Financial Advisor | AdvisorDiscover