Etzler Financial Advisors, LLC

Etzler Financial Advisors, LLC (CRD# 134022) is a financial advisory firm headquartered in Red Bluff, CA. They manage $57,194,778 in 223 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2130 Main Street, Suite B, Red Bluff, CA 96080
http://twitter.com/etzlerfinancial
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $256,479
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Etzler Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew R. Etzler, financial advisor Red Bluff CA
Matthew R. R. Etzler
CRD#: 1283701
2130 Main Street, Suite B, Red Bluff, CA 96080

For more than 25 years, Matt has helped to shape the well-being of others by providing seasoned guidance and solutions centered on prudent fiduciary practices. Matt's conflict-free commitment to the people he serves isn't about investment returns or the sale of a product - it's about quality of life. It's about making dreams real. It's about making life more.

 

There’s a lot of noise in the world today, things can be complex, and a large number of firms just want in your pocketbook. That’s why Matt has built an advisory practice that doesn’t sell any products, only advice and coaching to help people make the most of their life and their money. For Matt, it’s always about putting the interests of the client first – the way that it should be.

 

As a truly independent advisor, Matt honors his full-time fiduciary role and responsibility in helping individuals and families achieve lifelong financial success; his conflict-free approach is designed to help plan their journeys and achieve milestones, change course when needed, and provide support for everything that life brings their way.

 

Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary (Source: Cerulli & Associates). Matt is proud to be included in this select group of professionals that put client interests first. Uncompromised by the influence or constraints of some affiliate company, Matt has complete freedom to help you build, protect, and carry on what’s important. Matt calls it commitment. You'll call it peace of mind.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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