MD
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
120 clients
Average Client Portfolio
Not specified
Fee Structure
Hourly Rate:$275 - $550/hr
Financial Planning for Generations, Inc. bases its fees on hourly charges, ranging from $275 to $550 per hour. Financial plans are priced according to the complexity of the client's situation. Fees are billed monthly, in arrears.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
15760 Ventura Blvd, Suite 840, Encino, CA, 91436
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
Matthew has been a Licensed Professional Fiduciary since 2016, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Financial Planning for Generations, INC.
July 2011 - Present · 14 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.