Advisor at Etzler Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Red Bluff, CA 96080
Credentials
CFP®, Series 63
Industry experience
23 years
Matthew Etzler is a CFP® certificant and Series 63 license holder with 23 years of industry experience. He has been the sole advisor at Etzler Financial Advisors, LLC since 2005. Etzler Financial Advisors serves individuals, families, trusts, and employer plan sponsors, including nonprofit organizations, offering comprehensive and a la carte financial planning, retirement and tax advice, insurance and estate-conservation guidance, and employer retirement plan consulting. The firm operates as a fee-only practice emphasizing a globally diversified, long-term buy-and-hold investment approach, with a notable focus on retirement plan fiduciary services and non-discretionary asset management.
Based on Etzler Financial Advisors, LLC
Based on Etzler Financial Advisors, LLC
Based on Etzler Financial Advisors, LLC
Financial planning project fee typically $3,000 to $5,000; Retirement plan consulting project fees typically range from $1,000 to $30,000.
Hourly services billed at $250 per hour with no minimum fee; no prepaid minimum.
Ongoing subscription fees payable monthly or quarterly in advance, typically $2,000 to $5,000 annually.
Fee-only: Financial planning project fee typically ranges between $3,000 and $5,000; Subscription Agreement annual fee typically ranges between $2,000 and $5,000; Hourly rate is $250 per hour; Retirement plan consulting fees may be flat fee, hourly ($250/hour), or negotiated.
641 Main Street
Red Bluff, CA 96080
California · Texas
Etzler Financial Advisors, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
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Red Bluff, CA
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