Matthew
Batzel
Polaris Wealth Advisory Group
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About this Advisor
Matthew Batzel is a financial advisor operating out of Houston, Texas, who has 5 years of industry experience. Batzel is an advisor for Polaris Wealth Advisory Group. During their career, Batzel has held roles at Investools/Td Ameritrade, Td Ameritrade and Periscope Holdings. Batzel holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Polaris Wealth Advisory Group is a company that has its headquarters in San Rafael, CA. The investment advisory business has offices in seven locations and a total of 36 people on staff. It oversees $2 billion in assets under management across its 4,317 client accounts, making it one of the largest firms in the nation by assets under management. Of its 4,317 client accounts, 22% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Polaris Wealth Advisory Group provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on the services provided. However, fee types billed by Polaris Wealth Advisory Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polaris Wealth Advisory Group Brokerage Details
$1,508,968,850
36
4,317
$349,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Batzel Work History
Matthew has been registered as a financial advisor for 5 years.*
Investools/Td Ameritrade
Periscope Holdings
Td Ameritrade
*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 Batzel 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 Polaris Wealth Advisory Group
Houston, TX
San Rafael, CA
Costa Mesa, CA
Chicago, IL
Troy, MI
San Rafael, CA
Costa Mesa, CA
Troy, MI
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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