Advisor at MP3 Finance 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.
Firm
MP3 Finance LLC
Location
Cameron Park, CA 95762
Credentials
Series 63, Series 65
Industry experience
1 year
Matthew Pederson is the sole advisor at MP3 Finance LLC in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising. Prior to founding MP3 Finance, he worked at Life Time Fitness and Sutter Health. Outside of finance, he is involved with MP3 Fitness, a separate business he has operated since 2020. MP3 Finance primarily serves individual clients, focusing on pre-retirees and younger investors. The firm offers portfolio management, financial planning, coaching, and tax optimization with an investment approach that combines fundamental and technical analysis and emphasizes long-term allocations to stocks, bonds, and ETFs.
Based on MP3 Finance LLC
Creating a Financial Plan: $500; Retirement Analysis: $500
N/A - N/A: N/A
$100/hour for financial planning sessions
Fee-only: Starter Tier: $500 annually; Basic Tier: $1,200 annually; Mid-Level Tier: $2,500 annually; High-Touch Tier: $4,000 annually; Creating a Financial Plan: $500; Retirement Analysis: $500; Financial Planning Session: $100/hour; Subscription Fees: $200 per month
3546 Fairway Drive
Cameron Park, CA 95762
California
MP3 Finance LLC
2024 - Present (2 years)
MP3 Fitness
2020 - Present (6 years)
Life Time Fitness
2017 - 2020 (3 years)
Sutter Health
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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