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Matthew Kittell

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Louisville, KY 40223

Credentials

Series 66

Industry experience

27 years

About

Matthew Kittell is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Commonwealth Capital Management, LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

10503 Timberwood Circle, Suite 205

Louisville, KY 40223

Most active in

Kentucky

Work history

Cetera

2023 - Present (3 years)

Commonwealth Capital Management, LLC

2021 - Present (5 years)

Cetera Wealth Services, LLC

2021 - Present (5 years)

J.P. Morgan Securities

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul S

CFA®, Series 63, Series 66

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Active portfolio management Private / alternative investments

Elijah E

CFP®

Louisville, KY

Essa Financial LLC

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Inherited wealth Educators, Teachers, and Academics Young Professionals Gen Y/Millennials (Born 1980-1995)
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Matthew D

Series 66

New Albany, IN

Trimingham Financial

General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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Anita L

CFP®, Series 66

Louisville, KY

Inspire Private Wealth Management

General retirement planning Divorce financial planning General tax planning Wealth management
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Andrew S

CFP®, Series 65

Louisville, KY

Bluegrass Financial Planning, LLC

General retirement planning Wealth management Passive / index investing General tax planning
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Edward N

ChFC®

Pewee Valley, KY

Clear Trace, LLC

College savings (529s, UTMA, etc.) General tax planning General estate planning guidance Self-Employed Founder/Business Owner LGBTQIA
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