Matthew Mann, CFP®, EA
CRD Number: 6086694Current 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.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landlord | Cincinnati, OH | Jul 2019 - Current | 4 |
| Avantax Insurance Agency, Inc. | Cincinnati, OH | Aug 2016 - Current | 7 |
| Avantax Advisory Services | Cincinnati, OH | Jan 2014 - Current | 10 |
| Hicks & Mann | Cincinnati, OH | Sep 2013 - Current | 10 |
| Avantax Investment Services, Inc. | Cincinnati, OH | Jun 2012 - Current | 11 |
| The Refund Place | Cincinnati, OH | Jan 2011 - Current | 13 |
| Main City Tax | Cincinnati, OH | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- KY
- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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