Nelson Matzen is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in Woodbury, NY, with 9 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,398 clients with $9.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees may be higher or lower than the stated schedule based on factors including AUM, anticipated additional assets, related accounts, client needs, complexity, portfolio style, and other relevant factors. Fees are negotiable for accounts over $25,000,001. Employees and partners of Forvis Mazars receive discounted or waived fees. At its discretion, Forvis Mazars may aggregate assets from a client's family members.
Fee Estimator
Location
60 Crossways Park Drive West, Suite 301, Woodbury, NY, 11797
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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
Nelson is the owner and founder of Matzen Financial Planning, LLC dba Pland Financial. However, the business has been inactive since June 2019, requiring minimal time commitment.
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Cetera Advisor Networks LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Mariner Wealth Advisors
Pland Financial
Pland Financial
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Bright Wealth Management, LLC
Lowell Wealth Management
Lowell & Company, INC.Broker
State Registrations1 state
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.