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Myicon

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Client assets under management

$0

Clients

0

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

MyICON provides fee-only consulting and financial planning services to individuals, families, and businesses, delivering written financial plans and ongoing plan consultation. In its primary role the firm does not custody client assets or exercise discretionary trading authority as part of its planning engagements.

The firm’s investment work uses Modern Portfolio Theory to establish strategic asset allocations, incorporates detailed cash‑flow modeling across multiple time horizons, and allows for periodic tactical shifts based on market conditions. Compensation for those planning services is described as flat, fee-based engagements rather than a percentage-of-assets-under-management fee model.

Although MyICON’s core services are planning-focused, its Consultants are affiliated with Private Advisor Group to offer managed advisory accounts and are registered representatives with LPL Financial, creating a combination of advisory-platform access and broker-dealer implementation that is uncommon for firms in this category. The brochure also highlights atypical details such as informal “personality minimums,” staff holding advanced credentials (for example, CFP, CFA, ChFC), and a mix of time spent across managed advisory, broker-dealer, and insurance activities.

Client services

Financial planning

Expertise

General retirement planning General tax planning Cash flow / budgeting

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Fee options

Fixed

Flat fee for financial planning services ranging from $2,500 to $15,000 depending on client complexity

Project-based

Example hourly rate of $285 referenced for illustrative purposes

Other

Account minimum: No account minimums nor minimum net worth requirements Fee-only: Flat fees ranging from $2,500 to $15,000 for initial year financial planning services; fees based on complexity and resources required; invoiced upon plan delivery; renewal fees often lower due to loyalty discount

Main office location

Myicon

520 6 Th Street South

Kirkland WA 98033, United States

Number of offices

1

Most active in

More info

Washington

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

Quick links

Website 4255624266

Advisors at this firm

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user avatar

Matthew M

Series 63, Series 65

Kirkland, WA

Myicon

Matthew Mckellar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Private Advisor Group since 2013 and has been affiliated with MyICON and LPL Financial since 2005. Outside of his advisory roles, he is involved in non-variable insurance activities and manages a commercial rental property. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

General retirement planning General tax planning Cash flow / budgeting
user avatar

John C

Series 66

Kirkland, WA

Myicon

John Carney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

General retirement planning General tax planning Cash flow / budgeting
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