CRD: 150271
Independent Financial Solutions Group
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2009
- Office Locations
- 1
Office Locations
About Independent Financial Solutions Group
Independent Financial Solutions Group is a Morehead City, NC-based practice led by owner Matt Dressel (est. 2009) serving individuals and businesses across eastern North Carolina and beyond. The firm provides financial planning, retirement accounts, annuities, and portfolio management with an ETF-centric approach, using Schwab Advisor Services for digital onboarding, e-sign, and client self-service. No minimum investment; shifting away from commission-based insurance in July 2025.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW ELLIOTT DRESSEL
Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,550,000 | -- |
| Total | $2,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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