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PALADIN RESEARCH REPORT FOR:

Matthew Fenedick

CPA
Badge1
Telephone Advisor
561.291.9650

I. Snapshot

A. Registry Member
  • Since 2013
B. Years of Experience
  • 16
C. College Degrees
  • Depaul University - BS
  • Florida Atlantic University - Masters
D. Certifications
  • CPA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice and financial planning. Our business is NOTHING without our clients. At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 3895 NW Deer Oak Drive
    Jensen Beach, Florida, 34957
C. Telephone
  • 561.291.9650

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • MF Advisers, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Scottrade
  • Jefferson National
  • ASPire

V. Credentials

A. Years of Financial Experience
  • 16 Years
B. College, Degrees, Years
  • Depaul University - BS
  • Florida Atlantic University - Masters
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • State - Florida
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 2655724
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • I am also the President of MF Tax & Accounting, Inc., a tax and accounting practice based in FL & PA.
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice and financial planning. Our business is NOTHING without our clients. At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 141
D. Assets (Management, Advisement)
  • $11,800,000
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Brokerage Statement (Monthly)
  • Newsletters (Monthly)
  • Other: Performance reports are anytime - as requested
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals
  • Retirees
  • Public Funds
  • Businesses
  • Other: non-profits
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Matthew Fenedick
Most Recent Update:
  • Jul 15, 2015

Other