Matthew Vallejo is a registered investment advisor at Newfront Retirement Services, INC., based in South Jordan, UT, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 106 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$1.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location

South Jordan, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Newfront Retirement Services, INC.
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2018 - January 2025 · 6 yrs 4 mos
Vanguard Marketing CorporationBroker
August 2014 - August 2018 · 4 yrs
State Registrations2 states
CAUT
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.
Matthew Vallejo - Financial Advisor | TrueAdvisor