Advisor at First Financial Advisory Services Inc
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Firm
First Financial Advisory Services Inc
Location
Westerly, RI 02891
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Matthew Cunningham is a CFP® professional with 19 years of industry experience, currently serving at First Financial Advisory Services Inc. He has worked with First Financial Advisory Services since 2008 and has prior experience with Cetera Advisors LLC and First Allied Securities, Inc. Outside of his advisory role, Cunningham is involved in nonprofit activities, including serving as treasurer for World's Biggest Disc Golf Wishes and participating in the Ocean Community Chamber of Commerce. First Financial Advisory Services, Inc. provides portfolio management and financial planning to individuals, families, and small businesses, managing approximately $250 million in client assets. The firm employs a value-oriented, long-term investment strategy that incorporates strategic and tactical asset allocation and fundamental analysis, primarily operating on a non-discretionary basis.
Based on First Financial Advisory Services Inc
Based on First Financial Advisory Services Inc
Fixed fee up to $5,000 annually for broad-based financial planning; Financial Orientation service $500 annually plus $250 for Scorecard Expansion Pack
$0 - $500,000: 1.5% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.0% annually $2,000,001+: Negotiable
Commissions with minimum per-transaction fee of $65; Custodian handling charge $7.50 + $1.50 for paper confirmations
Typically $150 per hour for specific financial planning or consulting services
Financial Orientation service $500 annually; may be split into two $250 payments
Account minimum: $25,000 Fee-only: Fixed fees up to $5,000 annually; Hourly fees typically $150/hour; Monthly and annual fees negotiable
85 Beach Street
Westerly, RI 02891
Connecticut · Massachusetts · Michigan · Rhode Island · Texas · Virginia
Cetera ADVISORS LLC
2022 - Present (4 years)
First Financial Advisory Services, Inc.
2008 - Present (18 years)
FIRST Allied Securities, Inc
2007 - 2022 (15 years)
First Allied Securities, INC.
1991 - Present (35 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.
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First Financial Advisory Services Inc
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