Melissa Matson LLC

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Client assets under management

$15,000,000

Clients

118

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$127,119

About

The firm provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals (including high-net-worth individuals), investment companies, and pension or profit-sharing plans. Services include developing client-specific Investment Policy Statements, asset allocation and selection, regular portfolio monitoring, and the selection or referral to third-party money managers.

Investment decisions draw on multiple methods of analysis—charting, fundamental, technical, cyclical and quantitative approaches as well as modern portfolio theory—and are implemented with a long-term trading orientation while aligning portfolios to documented risk tolerance and time horizon. Accounts are reviewed at least quarterly and the firm does not exercise trading discretion on client accounts; custodians provide regular account statements to clients.

Noteworthy for an independent, solo adviser, the principal is also a licensed insurance agent and the brochure discloses the firm may offer commissionable insurance products, creating potential outside-compensation conflicts that are disclosed to clients. The firm also routinely refers clients to third‑party platforms (notably Orion Portfolio Solutions and AE Wealth Management) and receives compensation through those arrangements, and the brochure discloses a prior 2005 insurance-related regulatory stipulation.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning

Fee options

Percentage

$0+: Up to 1.50% annually (Portfolio Management Fees) $0 - $1,000,000: 1.00% annually (Pension Consulting Services) $1,000,001 - $5,000,000: 0.85% annually (Pension Consulting Services) $5,000,001+: 0.50% annually (Pension Consulting Services)

Commissions

Receives commissions from licensed insurance activities; no commission on securities as firm is not a broker/dealer.

Project-based

$275 per hour for financial planning services

Other

Fee-only: Hourly fee for Financial Planning: $275/hour

Main office location

Melissa Matson LLC

2520 St. Rose Parkway, Ste. 313

Henderson NV 89074, United States

Number of offices

Most active in

Nevada

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 7028185585

Advisors at this firm

Melissa M

Series 63, Series 65

Henderson, NV

Melissa Matson LLC

Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning

Mario S

Series 65

Henderson, NV

Melissa Matson LLC

Mario Sena is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Melissa Matson LLC and has previously worked at MRS Wealth Advisors and Foundations Investment Advisors, LLC. Outside of finance, he is involved in the restaurant industry as a wine steward, assisting with wine selection and service for special events at Smith and Wollensky in Las Vegas. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses a variety of analytical methods and maintains a long-term trading orientation while aligning portfolios with clients’ risk tolerance and time horizon.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning

Anne M

Series 65

Henderson, NV

Melissa Matson LLC

Anne Mc Ninch is a financial advisor with Melissa Matson LLC in Henderson, NV, holding a Series 65 designation and over seven years of industry experience. Prior to joining Melissa Matson LLC, she operated her own advisory business and was involved with DanceCenter LLC. Melissa Matson LLC provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, investment companies, and retirement plans. The firm employs multiple analytical methods for investment decisions and reviews accounts quarterly, focusing on aligning portfolios with client risk tolerance and time horizon.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments General tax planning

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