Matthew
Payne
Baker Tilly Wealth Management, LLC
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About this Advisor
Matthew Payne is a financial advisor based in Madison, Wisconsin, working with Baker Tilly Wealth Management, LLC. Matthew has previously held positions at Mrz Financial Services, LLC, Erisa Partners, Retirement Horizons, Inc, United Capital Financial Advisers, LLC, Baker Tilly Wealth Management, LLC, and Baker Tilly Advisory Group, Lp. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Matthew is part of Baker Tilly Wealth Management, LLC, which operates out of Madison, Wisconsin. The firm has 14 offices and 37 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Baker Tilly Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$4,800,233,228
37
3,569
$1,344,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Payne Work History
Baker Tilly Wealth Management, LLC
Baker Tilly Advisory Group, Lp
United Capital Financial Advisers, LLC
Mrz Financial Services, LLC
Erisa Partners
Retirement Horizons, Inc
Disclosures
Please visit the SEC profile of Matthew Payne 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 Baker Tilly Wealth Management, LLC
Houston, TX
Milwaukee, WI
Madison, WI
Madison, WI
Indianapolis, IN
Madison, WI
Tewksbury, MA
Newport Beach, CA
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