| Advisor Profile |
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| Name: |
Matt McKellar, CFP® |
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Business Description |
"2009 Five Star Wealth Manager: Best in Client Satisfaction" - Seattle Magazine.
With over two decades of experience working with Northwest families, we have positioned ICON as one of the industry's leading independent wealth management and financial planning firms. Our locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive advice, we offer our clients specific needs based recommendations and implementation decisions that will give them the tools they need to most efficiently align their financial resources.
As we embark on working relationships with our clients that span decades, it is our unbiased and expert knowledge that holds the key to our mutual success. Gaining and keeping wealth requires education, vision and direction, and it is extremely hard to navigate in the financial world if you don't have someone you can trust to teach you the rules. Welcome to ICON, and we look forward to working with you.
For your complimentary initial interview, please visit our website or contact us at the email address above. |
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General Information |
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| States Licensed in: |
WA, CA, OR, Fl, GA, MA
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
4
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| I work with the following types of clients: |
Individual Investors, Businesses
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| Investment Types: |
Insurance, Bonds, Stocks, Annuities, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 6, Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Disability, Health, Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Flat Fee, Hourly
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| Prepared By: |
Matt McKellar, CFP® |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Certified Financial Planner (CFP) Designation - College for Financial Planning
Chartered Financial Consultant (ChFC) Designation - The American College
Business Administration and Finance degree - University of Washigton's Foster School of Business |
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What is your approach to financial planning? |
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What services do you offer? |
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Personal CFO services across all lines of finance |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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We work with a team approach |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Have you ever been charged with any breaches? |
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