Matthew Trogdon
Advisor at Craftwork Capital 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.
Advisor at Craftwork Capital 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.
Location
Alexandria, VA 22314
Credentials
CFP®, Series 66
Industry experience
6 years
Matthew Trogdon is a CFP® professional with six years of industry experience, currently serving as an advisor at Craftwork Capital LLC since 2021. Prior to this, he worked at Capital Investment Advisors, Inc. and Cambridge Investment Research, and spent five years at Motley Fool Asset Management. Outside of his advisory role, he teaches financial literacy workshops for the Babson Financial Literacy Project and writes articles on financial planning for The Humble Dollar website. Craftwork Capital provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, businesses, and employer-sponsored retirement plans. The firm uses model portfolios, direct indexing, and third-party manager programs, employing tactical strategies such as options, short selling, and margin where suitable.
Based on Craftwork Capital LLC
Based on Craftwork Capital LLC
Financial planning fees typically range from $500 to $8,000, negotiable based on scope and complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $300/hour (billed in 15-minute increments in arrears) for ongoing plan maintenance
Account minimum: $500,000
201 N. Union St, Suite 110
Alexandria, VA 22314
California · District of Columbia · Florida · Maryland · New York · North Carolina · Pennsylvania · Virginia
Craftwork Capital LLC
2021 - Present (5 years)
The Humble Dollar Website
2021 - Present (5 years)
Babson Financial Literacy Project
2021 - Present (5 years)
Capital Investment Advisors, Inc.
2020 - 2021 (1 year)
Cambridge Investment Research
2019 - 2021 (2 years)
Cambridge Investment Research
2019 - 2021 (2 years)
Capital Asset Management Group
2019 - 2021 (2 years)
Motley Fool Asset Management
2014 - 2019 (5 years)
Motley Fool Asset Management
2014 - 2019 (5 years)
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