Matthew Curtis Litzler

CFP

Waverly Advisors, LLC

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Waverly Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

172 advisors

Number of Clients

10,085 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$16.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

701 5th Ave, Ste 6850, Seattle, WA, 98004

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Waverly Advisors, LLC

October 2025 - Present · 4 mos

Pacific Portfolio Consulting, LLC

November 2020 - Present · 5 yrs 3 mos

Previous Registrations

Laird Norton Wealth Management

January 2014 - March 2020 · 6 yrs 2 mos

Adams Hall Wealth Advisors, LLC

February 2009 - July 2012 · 3 yrs 5 mos

Wachovia Securities, LLC

January 2008 - January 2009 · 1 yr

A. G. Edwards & Sons, INC.

June 2006 - January 2008 · 1 yr 7 mos

Arvest Asset Management

November 2004 - May 2006 · 1 yr 6 mos

State Registrations3 states

AKCAWA

Advisor

Exams

No exam information available for this advisor.