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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1998
- Office Locations
- 1
Office Locations
About Money Matters
Money Matters is a Minnesota-based, fee-only independent RIA providing comprehensive financial planning for small business owners, professional practitioners, and individuals focused on retirement. Services include investment portfolio management and analysis, tax planning and return preparation, risk/insurance reviews, and cash-flow/debt and legacy planning, supported by projections, what-if scenarios, and Monte Carlo analysis. The firm uses its Quartile.Pro methodology to monitor mutual funds, ETFs, and stocks.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRENDAN KEITH ROATH
President, Vice President
- CRD
- #4585481
- Ownership
- 75% or more
BRADLEY DAVID ROATH
Associate Vice President, DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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RODNEY KEITH ROATH
President
- CRD
- #2948627
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,588,000 | -- |
| Total | $24,588,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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