Matthew John Beyer

CFP

Madrona Financial & Cpas

28 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Madrona Financial & Cpas

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

671 clients

Average Client Portfolio

$754K average

Assets Under Management

$505.7M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $5.0M	1.05%
$5M+	0.85%

Fees are for standard assets. DSTs are subject to a lower fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2911 Bond Street, Suite 200, Everett, WA, 98201

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew works as a financial advisor at Madrona Financial Services, LLC, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products, spending about a quarter of his time on this activity.