Matson Financial Advisors, Inc.

Overview

Matson Financial Advisors, Inc. is an independent, SEC-registered RIA operating since 2002 as a privately owned corporation. The firm serves a mix of individual, family and institutional clients and offers fee models that include percentage-of-AUM fees, fixed fees and commission-based arrangements. Its business model blends advisory services with broker-dealer and insurance distribution: the firm operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning and portfolio management for individuals and small businesses. Matson does not classify itself as an ESG investor and is not registered as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives