MATRIX PLANNING INC

RIASEC RegisteredEst. 1986

Total AUM

$121M

Discretionary

$101M

83% of AUM

Avg account

$1.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SANTA MONICA, California
CRD number: 110812
Registered since: May 15, 1986
Website: www.matrixplan.com.au
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees, Other
Client types: HNWI98%
Pooled Investment Vehicles1.32%
Individuals0.69%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Matrix Planning Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1986. The firm is individually owned and positions itself as a capital allocator that works with both high-net-worth individuals and families as well as institutional clients. Its core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selecting third-party managers. Fee arrangements include hourly and fixed-fee structures as well as other bespoke billing approaches. The firm acts in sponsor/GP/manager roles for pooled investment vehicles, indicating it not only allocates to outside managers but also sponsors and operates private funds. Matrix Planning does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser; it also does not operate as a pension consultant or related adviser.