Advisor at OpenArc Corporate Advisory, LLC
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Firm
OpenArc Corporate Advisory, LLC
Location
Atlanta, GA 30326
Credentials
CFP®, Series 66
Industry experience
18 years
Matthew Prediletto is a CFP® with 18 years of industry experience. He is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to both institutional and individual clients. The firm employs a diverse investment approach that includes in-house asset allocation, alternatives, direct indexing, and oversight of third-party managers, serving a mix of high-net-worth and non-high-net-worth clients.
Based on OpenArc Corporate Advisory, LLC
Based on OpenArc Corporate Advisory, LLC
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
Up to 1.75% annually (maximum, negotiable)
Up to $350 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $350 per hour; flat fees range from $1,500 to $10,000 for financial planning and consulting services
3550 Peachtree Road Ne, Floor 7
Atlanta, GA 30326
Georgia
OpenArc Corporate Advisory, LLC
2025 - Present (1 year)
Bank Of America, N.a.
2017 - 2025 (8 years)
Merrill
2016 - 2025 (9 years)
The AYCO Company, L.P./Mercer Allied
2007 - 2016 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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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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