CRD: 300937
Mash Financial Planning
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-2019
- Office Locations
- 1
Office Locations
About Mash Financial Planning
Mash Financial Planning is a Jacksonville, FL-based RIA led by founder Matt Riggins, providing proactive, phased financial planning plus implementation and ongoing monitoring with quarterly reviews. The firm focuses on families (including special-needs planning), small business owners, and retirement planning, using asset allocation across ETFs and mutual funds. Transparent pricing; operates on platforms like Altruist and Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW HARRIS RIGGINS
Chief Compliance Officer, Founder
- CRD
- #6365971
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,882,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,882,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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