MS
CFP
MS
CFP

Matthew Sola

21 Years of Experience
Newark, NJ
1 Disclosure

Matthew Sola is a CFP-designated registered investment advisor at Ironbound Advisory LLC, based in Newark, NJ, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$13.6M

Fee Structure

Minimum Investment:$5K
  • Financial plan — Negotiated fixed fee between $0 and $10,000.
  • Hourly consulting — Negotiated hourly fee between $50 and $200.
One-Time Plan:$0 - $10,000
Hourly Rate:$50 - $200/hr
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Location

61 New Jersey RR Ave. #15, Newark, NJ, 07105

Get directions

History

Regulatory History (1)
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Customer Dispute
April 2008
Settled
Other Business Activities

Matthew is a class officer for Cornell University's Class of 1980, dedicating minimal time. He also owns rental property in Japan and farm property in New Jersey, spending minimal time on each.

Employment History
Current Registrations
Ironbound Advisory LLC
June 2020 - Present · 5 yrs 10 mos
Previous Registrations
Eagle Strategies LLC
August 2009 - September 2019 · 10 yrs 1 mo
Nylife Securities LLCBroker
July 2009 - September 2019 · 10 yrs 2 mos
UBS Financial Services INC.Broker
April 2003 - January 2009 · 5 yrs 9 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.