Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
63 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$649.3M

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $500/hr

Fees are negotiated with the client and are based on a percentage of plan assets under management, a fixed dollar amount, or a combination of both. Fixed dollar fees will not exceed $300,000 per year and asset-based fees will not exceed 2% annually. The firm may charge a plan onboarding fee not to exceed $50,000. Additional consulting services will be billed at either an hourly rate not to exceed $500 per hour, or as a flat fee.

Areas of Practice
Retirement Planning
Loading...

Advisor Information

Office location

South Jordan, UT

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Newfront Retirement Services, INC.
February 2025 - Present · 11 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2018 - January 2025 · 6 yrs 4 mos
Vanguard Marketing CorporationBroker
August 2014 - August 2018 · 4 yrs
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Matthew Roger Vallejo - Financial Advisor | AdvisorDiscover