Matthew Penkert is a CFP-designated registered investment advisor at Pro Tax Financial Services, LLC, based in Mesa, AZ, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 110 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Location
761 S. Stapley, Mesa, AZ, 85204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew provides tax preparation services.
Employment History
Current Registrations
Pro Tax Financial Services, LLC
Previous Registrations
UBS Painewebber INC.
State Registrations1 state
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