PALADIN RESEARCH REPORT FOR:

Matthew R. Etzler
CFP®ChFEBCCRC®

Firm: Etzler Financial Advisors, LLC

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Business Philosophy
Our integrated approach can make the difference between what works and what works harder for you. With your goals as our central focus, we develop a unique and broad perspective that pulls everything together -- taxes, investments, retirement, protection, and estate planning. And you can feel confident in the objectivity of the information and advice we provide because it comes from a highly qualified, independent, conflict-free professional, not a commissioned sales representative.
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Click on (?) to read Tips that describe financial advisor credentials, ethics, business practices, and services.
PALADIN QUALITY RATING
27
YEARS OF EXPERIENCE
2005
ADMITTED TO REGISTRY
None
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • Matthew R. Etzler
B. Credentials
  • Years of Experience: 27
  • Degrees or Years of College: College for Financial Planning
  • Certifications: CFP®, ChFEBC, CRC®
C. Compliance Record
  • No Disclosures
D. Minimum Asset Requirement
  • None
E. Types of Client Relationships
  • Traditional
  • Virtual
  • Robo

II. Contact Information

A. Key Contact
B. Main Location
  • 819 Jefferson Street
    Red Bluff, California, 96080
C. Telephone
  • 530.527.6761

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Etzler Financial Advisors, LLC
B. Name of RIA
  • Etzler Financial Advisors, LLC
C. Name of Broker/Dealer
  • None
D. Relationship to Firm
  • Owner

V. Credentials

A. Paladin Quality Rating
B. Years of Financial Experience
  • 27 Years
C. Education, Degrees, Years
  • College for Financial Planning -
D. Current Certifications
  • CFP® - Certified Financial Planner
  • ChFEBC - Chartered Federal Employee Benefits Consultant
  • CRC® - Certified Retirement Counselor
  • Validate Advisor Credentials
E. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Intl Foundation for Retirement Education
  • Institute for Divorce Financial Analysts
F. Firm Credentials
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - California
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 134022
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: California
  • Investment Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our integrated approach can make the difference between what works and what works harder for you. With your goals as our central focus, we develop a unique and broad perspective that pulls everything together -- taxes, investments, retirement, protection, and estate planning. And you can feel confident in the objectivity of the information and advice we provide because it comes from a highly qualified, independent, conflict-free professional, not a commissioned sales representative.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets Under Management or Advisement
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Newsletters (Bi-Monthly)
H. Second Language(s)
  • No
I. Value Statement
  • View Value Statement
    We provide truly independent, client-centered advice. We have no conflicts of interest; we do not earn additional compensation based on the decisions our clients make. We act as a fiduciary, ensuring that all advice is in the client’s best interest. We have earned highly respected credentials. We adhere to a true "fee-only" business model; we are not "fee-based" (fees AND commissions). We do not accept commissions, referral fees, or any other conflicted compensation.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working Years)
  • Individuals & Couples (Retirement Years)
  • Business Pension Plans
  • Endowments & Foundations
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Tax Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Retirement Plan Consulting
E. Custodian(s)
  • Did Not Answer

IX. Certification

Advisor Name
  • Matthew R. Etzler
Most Recent Update:
  • Mar 2, 2016

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