Matthew Der

Matson Money, INC.

2 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

18760 N. Pima Rd., Scottsdale, AZ, 85255

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.

Employment History

Current Registrations

Matson Money, INC.

April 2023 - Present · 2 yrs 9 mos

State Registrations2 states

AZOH

Advisor

Exams

No exam information available for this advisor.