Matthew Peck is a CFP-designated registered investment advisor at Anderson Financial Strategies, LLC, based in Dayton, OH, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 241 clients with $350M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
2500 Stratacache Tower, 40 N Main St., Dayton, OH, 45423
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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
Matthew manages social media pages for the Ottawa-Glandorf football Booster Club, dedicating minimal time to this non-investment related activity. He has been doing this since 2019.
Employment History
Current Registrations
Anderson Financial Strategies, LLC
Previous Registrations
Alternativ Wealth
Carillon Advisors, LLC
Wealthshield Partners, LLC
Carnegie Investment Counsel
State Registrations1 state
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