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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 27
C. College Degrees
  • College for Financial Planning -
D. Certifications
  • CFP®, ChFEBC, CRC®, CRPS®
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 (FPA)
  • National Association of Personal Financial Advisors (NAPFA)
  • International Foundation for Retirement Education (InFRE)

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - California
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 1283701
  • IARD: 134022
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: California
  • Investment Products for Commission: Not Applicable
  • Insurance 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)
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)
  • None
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)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: Federal Employees
  • 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:
  • May 29, 2018

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