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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HarborGlacier fusion
- Established Date
- 04-15-2005
- Office Locations
- 1
Office Locations
About Etzler Financial Advisors, LLC
Etzler Financial Advisors is an independent, fee-only RIA providing conflict-free financial and tax advice for individuals and families nationwide, including government employees, career professionals, and those near or in retirement. The firm delivers sales-free planning across retirement, investments, cash flow, risk management, and estate preservation, with portfolios primarily implemented using ETFs. Clients get a secure web portal with daily aggregation and real-time collaboration.
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Owner & Executives
MATTHEW RONALD ETZLER
Managing Member
- CRD
- #1283701
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,503,675 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,503,675 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,503,675
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,889,962,022 | 100.0% |
| Total | $7,889,962,022 | 100.0% |