MS
CFP
MS
CFP

Matthew Eric Stockburger

7 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Comprehensive financial planning is offered for a yearly fee between $5,500 and $15,000, billed quarterly. This includes Rothology or Rothology Legacy services.

A la carte financial planning modules are available for $2,000 each, with additional modules costing $1,500 each if purchased at the same time. A $1,000 set-up fee may apply.

Annual Retainer:$5,500 - $15,000/year
One-Time Plan:$2,000
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Location

Brooklyn, NY

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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.

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Employment History
Current Registrations
Q3 Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Masterworks Advisers, LLC
June 2023 - December 2023 · 6 mos
Arete Wealth Advisors, LLC
January 2022 - June 2023 · 1 yr 5 mos
Arete Wealth Management, LLCBroker
January 2022 - December 2022 · 11 mos
Vanguard Marketing CorporationBroker
September 2020 - December 2021 · 1 yr 3 mos
Vanguard Advisers, INC.
September 2020 - December 2021 · 1 yr 3 mos
Lincoln Investment
May 2019 - July 2020 · 1 yr 2 mos
Lincoln InvestmentBroker
May 2019 - July 2020 · 1 yr 2 mos
Capital Analysts
May 2019 - July 2020 · 1 yr 2 mos
Brookstone Capital Management LLC
April 2018 - April 2019 · 1 yr
Capital Investment Advisory Services, LLC
February 2018 - April 2018 · 2 mos
Capital Investment Group, INC.Broker
November 2017 - April 2018 · 5 mos
State Registrations2 states
NCNY
Advisor
Exams
No exam information available for this advisor.