Advisor at Copper Financial
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Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial primarily serves credit union members, individual, and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program. The firm also provides brokerage, insurance, and trust services, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.
Based on Copper Financial
Based on Copper Financial
In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee $5,000.
Brokerage commissions apply to brokerage services; specific amounts not stated in brochure.
Financial planning fees generally $250 per hour, negotiable.
Fee-only: Financial planning fees generally $250 per hour, negotiable; maximum fee $5,000 per financial plan; may offer reduced or no charge in some cases.
9777 Ridge Drive
Lenexa, KS 66219
Kansas · Texas
Copper Financial Network LLC
2025 - Present (1 year)
UnEmployed
2024 - 2025 (1 year)
Tortoise Securities
2017 - 2024 (7 years)
Tortoise Investment Partners, Llc
2016 - 2024 (8 years)
Montage Securities, LLC
2011 - 2017 (6 years)
Montage Investments
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Is not active or affiliated with:
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
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Lawyer
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Real estate agent
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Other specialized services
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