Advisor at Complete Wealth Management, 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
Complete Wealth Management, LLC
Location
Valley View, TX
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Matthew Saller is a CFP® with 17 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC since 2019. He previously worked at Fidelity Investments for 10 years and remains involved with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management serves individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm employs Modern Portfolio Theory in its investment process and manages approximately $125 million with a small advisory team.
Based on Complete Wealth Management, LLC
Based on Complete Wealth Management, LLC
$0 - $250,000: 1.2% annually $250,000 - $500,000: 1.1% annually $500,000 - $1,000,000: 1.00% annually $1,000,000+: Negotiable
Insurance product sales commissions received by IARs
Financial planning hourly fee of $200, negotiable
Account minimum: $250,000 Fee-only: Hourly financial planning fee of $200/hour, negotiable
Valley View, TX
Texas
Complete Wealth Management, LLC
2019 - Present (7 years)
D&L Farm and Home
2018 - Present (8 years)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
FIDELITY INVESTMENTS
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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.
CFP®, Series 66
Gainesville, TX
Cates FP, Cates Tax Advisory
CFP®, Series 63, Series 66
Valley View, TX
Complete Wealth Management, LLC
Series 63
Lake Kiowa, TX
Taylor Stephens, Inc.
Series 63, Series 65
Sanger, TX
Independent Wealth Network, Inc.
Series 65
Sanger, TX
Independent Wealth Network, Inc.
Series 66
Sanger, TX
Independent Wealth Network, Inc.
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