Advisor at Sovereign Financial Group, Inc.
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.
Firm
Sovereign Financial Group, Inc.
Location
Mount Pleasant, SC
Credentials
Series 65
Industry experience
1 year
Matthew Foederer is a financial advisor at Sovereign Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial LLC, Hilltop Wealth Advisors, Credit Suisse, and IHS Markit. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios using low-cost, diversified mutual funds and ETFs, with tactical reallocations and periodic rebalancing, and also utilizes independent managers and alternative investment strategies.
Based on Sovereign Financial Group, Inc.
Based on Sovereign Financial Group, Inc.
Financial planning fixed fees range from $1,500 to $10,000; ongoing planning fees $500 to $2,500 quarterly
Up to 3.00% annually, negotiable based on services, asset level and relationship
Certain Advisory Persons receive commissions as Registered Representatives and for insurance sales, separate from advisory fees
Financial planning hourly fees range from $200 to $450 per hour
Minimum fee: Minimum fee of $1,125 per quarter, which can be waived at Advisor's discretion Fee-only: Financial planning services offered with hourly fees $200-$450/hour, fixed fees $1,500-$10,000, ongoing fees $500-$2,500 quarterly, negotiable
Mount Pleasant, SC
South Carolina
Sovereign Financial Group, Inc.
2025 - Present (1 year)
LPL Financial
2024 - 2025 (1 year)
Hilltop Wealth Advisors
2021 - 2024 (3 years)
Credit Suisse
2021 - 2021 (1 year)
IHS Markit
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Red Robin
2016 - 2017 (1 year)
NC State University
2016 - 2019 (3 years)
Pulaski Academy & Central School
2014 - 2016 (2 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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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