MATERETSKY FINANCIAL GROUP

RIASEC RegisteredEst. 2018

Total AUM

$721M

Discretionary

0% of AUM

Avg account

$312K

Accounts

2,309

Employees

Advisory reps

Firm details

Headquarters: BOYNTON BEACH, Florida
CRD number: 292353
Registered since: April 13, 2018
Website: www.materetsky.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI69.46%
Individuals29.15%
Pension & Profit Sharing Plans1.11%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Materetsky Financial Group is an independent registered investment adviser that runs a fee-based, percentage-of-AUM advisory model. The firm is SEC-registered (2018) and owned by an individual operator. Its client base includes individuals and families as well as institutional relationships, and its advisory roster emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. The firm reports being an active ESG investor, and its investment approach leans toward using third-party managers and public funds rather than operating as a capital allocator or running proprietary funds. A distinctive feature of Materetsky Financial Group is that its reported advisory assets are non-discretionary, indicating a consultative relationship where clients retain trading authority while the firm provides portfolio recommendations and planning. That setup tends to favor model portfolios and mutual fund/ETF use, and it aligns with the firm’s mix of educational and planning activities.