Matthew Mann, CFP®, EA, financial advisor Cold Spring KY

Matthew Mann, CFP®, EA

CRD Number: 6086694
Current Firm: Avantax Advisory Services
Compensation Model: Both

Certified Financial Planner (CFP®)
IRS Enrolled Agent
Series 6, Series 7, Series 63, & Series 65
Insurance Licensed in Ohio & Kentucky

 

 

Matt runs Hicks & Mann as a holistic financial planning firm with an emphasis on retirement planning, estate planning, wealth management, and tax planning. He enjoys helping clients reach their financial goals such as retirement while keeping their tax bill to the IRS as small as possible.  Matt has extensive experience with financially successful families and family-owned businesses. He advises professionals and senior corporate executives and their families. Clients come to revere his financial advice which is infused with a unique mix of straightforwardness, warmth, informality, and a sense of humor. His wisdom comes from a keen grasp of psychology and a deep understanding of the complexities families encounter as they navigate the minefields of financial and interpersonal issues.

CONTACT
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Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Aug 2016 - Current 4
H.d. Vest Advisory Services Cincinnati, OH Jan 2014 - Current 7
H.d. Vest Investment Services Cincinnati, OH Jun 2012 - Current 8
The Refund Place Cincinnati, OH Jan 2011 - Current 10
Main City Tax Cincinnati, OH Jan 2011 - Current 10
The College Of Mt. St. Joseph Cinncinnati, OH Aug 2007 - May 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Matthew Mann, CFP®, EA
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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