Roger Matson
Advisor at MCM Advisory, LLC
Updated today
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
MCM Advisory, LLC
Location
Richland, WA 99352
Credentials
CFP®, Series 63, Series 65
Industry experience
38 years
About
Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.
Fee options
$0 - $250,000: 1.50% annually $250,000 - $750,000: 1.25% annually $750,000 - $2,000,000: 0.98% annually $2,000,000+: 0.80% annually
May include commissions from insurance related investment products, mutual fund management expenses, or broker/dealer charges.
Account minimum: $500,000
Location
114 Columbia Point Dr., Suite D
Richland, WA 99352
Most active in
Roger M has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
OSAIC
2024 - Present (2 years)
Securities America, inc.
2020 - 2024 (4 years)
Securities Service Network, Inc.
2006 - 2020 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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