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PALADIN RESEARCH REPORT FOR:

Matthew R. Etzler

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Telephone Advisor
530.527.6761

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 27
C. College Degrees
  • College for Financial Planning -
D. Certifications
  • CFP®, ChFEBC, CRC®
E. Financial Fiduciary
  • Yes
F. 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.

G. Asset Requirement
  • None

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. Relationship to Firm
  • Owner
C. Name of RIA
  • Etzler Financial Advisors, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Did Not Answer

V. Credentials

A. Years of Financial Experience
  • 27 Years
B. College, Degrees, Years
  • College for Financial Planning -
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Intl Foundation for Retirement Education
  • Institute for Divorce Financial Analysts

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 (Management, 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
  • 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

IX. Certification

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

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