Advisor at Main Line Retirement Advisors, 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
Main Line Retirement Advisors, LLC
Location
Whitefish, MT 59937
Credentials
CFP®, Series 65
Industry experience
8 years
Zachary Matarazzo is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Main Line Retirement Advisors, LLC since 2017. Prior to his advisory career, he was a full-time student for ten years. Main Line Retirement Advisors, LLC (d/b/a HeartStone Advisors) provides discretionary wealth management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as retirement plan consulting and participant education for corporate sponsors. The firm manages approximately $394 million in assets using a combination of fundamental and technical analysis, options strategies, and third-party manager allocations.
Based on Main Line Retirement Advisors, LLC
Based on Main Line Retirement Advisors, LLC
$0 - $50,000,000: 0.20% $50,000,000 - $100,000,000: 0.18% $100,000,000 - $500,000,000: 0.15%
Hourly charges reported in Part 1 but not specifically detailed in this brochure.
Account minimum: $1,000,000
2 O'brien Ave
Whitefish, MT 59937
Montana · Pennsylvania · Texas
Main Line Retirement Advisors
2017 - Present (9 years)
Full-Time Student
2007 - 2017 (10 years)
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