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Etzler Financial Advisors, LLC

Matthew R. Etzler

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Registry Member Since 2005

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Etzler Financial Advisors, LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 26 Years
College Degrees or Years
  • College for Financial Planning -
Association Memberships
  • Financial Planning Association
  • Intl Foundation for Retirement Education
  • Institute for Divorce Financial Analysts
Registrations & Licenses
  • RIA/IAR Registration
  • Securities License(s)
  • Type of RIA Registration: State - California
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • No

About My Firm

Location
  • 819 Jefferson Street
    Red Bluff, California, 96080
Telephone (Main Office)
  • 530.527.6761
Website
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Tax Advice & Services
Types of Clients
  • Individuals
  • Pension Plans
  • Foundations
  • Public Funds
  • Businesses
Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Retirement Plan Consulting
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Did Not Answer
Types of Reports (Frequency)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
My 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.

My Disclosures
Some professionals and firms have disclosures.

None

My Comments

I certify the information in this research report is accurate and current.

Advisor Name: Matthew R. Etzler
Most Recent Update: Mar 27, 2015

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