Matthew
Haefner
Monograph Wealth Advisors, LLC
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About this Advisor
Matthew Haefner is a certified financial planner working in El Segundo, California who has 6 years of relevant experience. Haefner currently works for Monograph Wealth Advisors, LLC. Throughout their career, Haefner has worked at Oakwood Capital Management LLC, Syndicated Capital, Inc and Monograph Wealth Advisors, LLC. Haefner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Monograph Wealth Advisors, LLC is an advisory firm that has its headquarters in El Segundo, CA. It oversees $2 billion in total assets among its 880 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to six charities and foundations. Of its 880 accounts, 73% are associated with high-net-worth clients who have at least $1 million in assets. Monograph Wealth Advisors, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice vary depending on which services the firm provides the client. However, fee types billed by Monograph Wealth Advisors, LLC can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monograph Wealth Advisors, LLC Brokerage Details
$1,782,938,774
11
880
$2,026,067
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Haefner Work History
Matthew has been registered as a financial advisor for 6 years.*
Monograph Wealth Advisors, LLC
Syndicated Capital, Inc
Oakwood Capital Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Haefner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monograph Wealth Advisors, LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.