GOTMAN-MATUSOVSKAYA, Julie Evgenievna
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary asset management through a sponsored wrap-fee program (see Form ADV Part 2A, Appendix 1) and also offers financial planning and consulting services billed on an hourly basis. In its ADV filing the firm operates as a sole proprietor and reported $0 in discretionary and non-discretionary assets under management as of November 24, 2025.
Its investment work is implemented using Dimensional Funds and Dimensional Wealth Models and the firm exercises discretionary trading authority for managed accounts, with custodial and execution services arranged through Charles Schwab & Co. The firm aggregates transactions, may allocate to third-party portfolio managers, and discloses the potential conflict that model allocations are limited to asset classes where Dimensional funds are available.
Distinguishing features include sponsoring a wrap-fee program—a relatively uncommon arrangement for firms in this category—and charging hourly fees for financial planning ($250/hour with a two-hour minimum), which the firm requires to be paid at commencement. The firm also discloses significant outside business activities as an insurance agent and a tax preparer (each about 30% of time) and accepts commissions and fees from those services, a conflict it says it mitigates through disclosure and fiduciary procedures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Tax-loss harvesting
General tax planning
Life insurance needs analysis
Fee options
Commission-based compensation earned as an insurance agent on insurance products
$250 per hour with a minimum of 2 hours for financial planning services
Account minimum: $25,000 Fee-only: $250 per hour with a minimum of 2 hours for financial planning services
Main office location
GOTMAN-MATUSOVSKAYA, Julie Evgenievna
Los Angeles CA, United States
Number of offices
1
Most active in
GOTMAN-MATUSOVSKAYA, Julie Evgenievna has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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