Pogson & Matt Wealth Management Group

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Client assets under management

$89,917,000

Clients

133

22% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$676,068

About

Pogson & Matt Wealth Management Group is a fee‑only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm offers customized investment management and standalone financial planning engagements in addition to ongoing advisory relationships.

The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, primarily using mutual funds, ETFs and individual stocks and employing both fundamental and technical analysis. Portfolios are managed on a discretionary basis with flexibility to rebalance, use cash positions as hedges, or harvest gains and losses to align with client objectives and changing market conditions.

A notable distinction, uncommon among peers, is that Pogson & Matt sponsors a wrap fee program and provides clients the option of wrap or non‑wrap pricing, with the brochure noting wrap arrangements tend to suit higher‑trading strategies and can create potential conflicts of interest that the firm discloses. The firm also describes ongoing account monitoring, limits custody to authorized fee deduction, and retains proxy‑voting authority with clients rather than voting proxies on their behalf.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

$250,000 - $999,999: 1.50% annually (wrap fee, Mutual Fund/ETF Portfolio) $1 million - $2 million: 1.25% annually (wrap fee, Mutual Fund/ETF Portfolio) Over $2 million+: 1.00% annually (wrap fee, Mutual Fund/ETF Portfolio) $250,000 - $999,999: 2.00% annually (wrap fee, Individual Stock Portfolio) $1 million - $2 million: 1.75% annually (wrap fee, Individual Stock Portfolio) Over $2 million+: 1.50% annually (wrap fee, Individual Stock Portfolio) $250,000 - $999,999: 1.30% annually (non-wrap fee, Mutual Fund/ETF Portfolio) $1 million - $2 million: 1.05% annually (non-wrap fee, Mutual Fund/ETF Portfolio) Over $2 million+: 0.80% annually (non-wrap fee, Mutual Fund/ETF Portfolio) $250,000 - $999,999: 1.80% annually (non-wrap fee, Individual Stock Portfolio) $1 million - $2 million: 1.55% annually (non-wrap fee, Individual Stock Portfolio) Over $2 million+: 1.30% annually (non-wrap fee, Individual Stock Portfolio)

Project-based

$150 per hour for financial planning and non-securities advice

Other

Account minimum: $250,000 Fee-only: $150 per hour (hourly financial planning and non-securities advice)

Main office location

Pogson & Matt Wealth Management Group

6930 E. Chauncey Lane, Suite 295

Phoenix AZ 85054, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

LinkedIn X Website 480-334-2267

Advisors at this firm

Ronald G

Series 63, Series 66

Phoenix, AZ

Pogson & Matt Wealth Management Group

Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group in Phoenix, AZ, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Pogson & Matt since 2010, with prior experience at Mgb Group LLC from 2014 to 2016. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical asset allocation strategy aimed at managing downside risk while pursuing performance, employing mutual funds, ETFs, individual equities, and cash positions as hedging tools.

Active portfolio management Tax-loss harvesting

Kenneth P

Series 63, Series 65

Phoenix, AZ

Pogson & Matt Wealth Management Group

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Active portfolio management Tax-loss harvesting

William M

Series 63, Series 65

Phoenix, AZ

Pogson & Matt Wealth Management Group

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

Active portfolio management Tax-loss harvesting

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