Matthew Leighton
Matthew Leighton is a registered investment advisor at Superior Planning Wealth Management & Family Office, based in Carpinteria, CA, with 5 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 335 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than 2%. A $10,000 annual minimum fee generally applies.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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 is the Chief Operations Officer of Superior Planning Financial Solutions, dedicating nearly full-time hours. He also has several other business activities, including owning MPL Ventures LLC (consulting), co-owning A Perfect Pear LLC (real estate), working as an independent mortgage loan broker for Sprint Funding, and holding ownership positions in several LLCs related to real estate.
Employment History
Current Registrations
Superior Planning Wealth Management & Family Office
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations6 states
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