Matthew Ferguson
Advisor at Pandi, LLC
Updated today
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
Pandi, LLC
Location
Kansas City, MO 64105
Credentials
CFA®, Series 66
Industry experience
2 years
About
Matthew Ferguson is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently an advisor at Pandi, LLC, where he has worked since 2021 through its related entities. Pandi, LLC provides investment advisory and portfolio management services to families, individuals, trusts, institutions, and private foundations. The firm offers tailored investment management, outsourced CFO consulting, and access to third-party managed accounts and alternative private funds, serving a diverse client base that includes charitable organizations and business clients.
Client services
Based on Pandi, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Pandi, LLC
Private / alternative investments
Wealth management
Cash flow / budgeting
Fee options
Fixed fees billed in advance or arrears based on flat rate and frequency agreed upon in investment management agreement.
Hourly fees billed monthly or quarterly in arrears; rates vary based on account size, complexity, and other factors, specific hourly rate disclosed in Client invoice.
Fee-only: Fees are negotiable and based on hourly or fixed fees as agreed in the investment management agreement.
Location
300 Wyandotte Street, Suite 301
Kansas City, MO 64105
Most active in
Matthew F has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Work history
Pandi, LLC
2024 - Present (2 years)
Pandi, LLC
2024 - 2024 (1 year)
Pandi, Capital, LLC
2021 - 2023 (2 years)
TIFEC, LLC
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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