Advisor at Alongside, LLC
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Matthew Swarbrick is a financial advisor at Alongside, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and serves as president of an LLC that supports his former firm’s business operations. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm employs a disciplined, long-term diversified asset allocation approach, often using model portfolios and third-party managers while overseeing their alignment with client objectives.
Based on Alongside, LLC
Core financial planning limited engagements: up to $5,000 max; ongoing financial planning: up to $75,000 annually max; advanced planning: up to $75,000 max; fees negotiated per client
Maximum 1.65% annually, negotiable based on account size, complexity, and other factors
Advisory professionals may receive commissions for sale of securities and insurance products; commission-based compensation possible through affiliated broker-dealer Oakwood Capital Securities, Inc.
Fractional family office services: standard $2,500 to $10,000 per month plus $2,500 onboarding fee; premium $5,500 to $30,000 per month plus $5,500 onboarding fee
Account minimum: $25,000
3711 S Mopac Expy, Suite 150
Austin, TX 78746
Texas
Alongside, LLC
2025 - Present (1 year)
Thrivent Investment Management Inc
2024 - 2025 (1 year)
Thrivent Advisor Network DBA Abiding Wealth Partners
2020 - 2025 (5 years)
Purshe Kaplan Sterling Investments, Inc.
2020 - 2024 (4 years)
THRIVENT FINANCIAL for Lutherans
2010 - 2020 (10 years)
Thrivent investment Management Inc
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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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