Brian David Debord

Matson Money, INC.

4 Years of Experience

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Firm Information

Matson Money, INC.

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.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

5955 Deerfield Blvd., Mason, OH, 45040

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Regulatory 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.

Employment History

Current Registrations

Matson Money, INC.

March 2021 - Present · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.