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Matson Financial Advisors, Inc.

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Client assets under management

$516,228,802

More info

Clients

230

68% high-net worth

Advisors

3

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

77

High

Average account size

$2,244,473

About

Matson Financial Advisors provides combined financial planning and wealth management services to individuals, families, not‑for‑profit organizations, and business entities. The firm emphasizes long‑term planning and offers investment recommendations across stocks, bonds, mutual funds, ETFs, and annuities as part of an integrated planning process.

Its investment process begins with an in‑depth client interview and annual reviews to build diversified portfolios and retirement or income plans; clients may impose investment restrictions and are invited to participate in ongoing plan updates. Engagements are primarily non‑discretionary — the firm assists with investment selection and executes transactions with client consent — and it generally favors institutional share classes and non‑proprietary products when available.

A firm principal maintains a registered‑representative affiliation with a broker‑dealer and the firm also engages in life and disability insurance and retirement‑plan sales, so commissions and insurance compensation appear in its business mix (reported as a small portion of advisory revenue). Matson Financial manages roughly $519 million with a small advisory team, uses Pershing for custody, and does not vote client proxies, practices that shape its custody, conflict‑management, and client‑decision processes relative to many peers.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Social Security optimization Medicare planning General estate planning guidance Charitable giving & philanthropy

Fee options

Fixed

Financial Consult: one-time flat fees generally ranging from $1,250 to $5,000

Commissions

Commissions on securities transactions and asset-based sales charges, distribution fees, or service fees from mutual funds may be received by some financial advisors; represents less than 3% of advisory revenue

Other

Account minimum: $2,500 annual minimum fee for ongoing financial planning and wealth management services Minimum fee: Minimum annual fee of $2,500 for ongoing financial planning and wealth management services Fee-only: Financial Planning: one-time fee typically ranging from $2,500 to $10,000; Financial Consult: one-time flat fee generally ranging from $1,250 to $5,000; Ongoing Financial Planning and Wealth Management: annual fixed fee typically ranging from $2,500 to $50,000, paid quarterly or semiannually in arrears

Main office location

Matson Financial Advisors, Inc.

4 Mountain View Terrace, Suite 104

Danbury CT 06810-4116, United States

Number of offices

1

Most active in

More info

Connecticut · Florida · New Hampshire · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 203-743-0131

Advisors at this firm

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Kyle M

CFP®

Danbury, CT

Matson Financial Advisors, Inc.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Retirement income strategy Social Security optimization Medicare planning General estate planning guidance Charitable giving & philanthropy
user avatar

Audrey H

CFP®, Series 63

Danbury, CT

Matson Financial Advisors, Inc.

Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.

Retirement income strategy Social Security optimization Medicare planning General estate planning guidance Charitable giving & philanthropy
user avatar

Michael M

Series 63

Danbury, CT

Matson Financial Advisors, Inc.

Michael Matson is a financial advisor with Matson Financial Advisors, Inc. in Danbury, CT, holding a Series 63 designation and over 40 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and has been with Matson Financial Advisors since 1993. Outside of advising, he serves as a volunteer member of the Retirement Benefits Advisory Board Committee for the Town of Brookfield, CT. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations, integrating investment advice with retirement, tax, estate, insurance, and education planning. The firm focuses on a collaborative, plan-driven approach and typically works on a non-discretionary basis, with reviews conducted at least annually.

Retirement income strategy Social Security optimization Medicare planning General estate planning guidance Charitable giving & philanthropy
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