$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- MatrixFocus +more
- Established Date
- 10-15-2019
- Office Locations
- 1
Office Locations
3265 19th ST NW Suite 700 Rochester MN
About Pulse Financial Planning
Pulse Financial Planning is a Minnesota-registered, fee-only RIA providing fiduciary financial planning and investment management for healthcare professionals. Led by Matt Elliott, CFP(R) and CSLP(R), the firm builds customized, cost-conscious portfolios with ongoing monitoring and rebalancing, emphasizing tax efficiency and simplified accounts. Custody is primarily through Schwab.
Team overview
35 AVG AGE
$22.6M AVG AUM / ADVISOR
$389.7K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Eagle Insight
Custodian
Signal Zenith crest
Investment Themes
Radial Crest Alpha meridian Pathway
Investment Vehicles
Eagle
Platform
Meridian glacier
Services
Wave Zenith Prime alpha Insight Value fusion Timber Radial matrix Meridian element
Technology
Value Zenith north Pioneer quantum Vital beacon
Owner & Executives
MATTHEW DONALD ELLIOTT
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #5627353
- Ownership
- 75% or more
(936) 590-2423
eagle.momentum@frontiercapital.com
in linkedin.com/in/foundation-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,600,095 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,600,095 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,600,095
Equity - Exchange:
36.5% Public Funds:
14.0% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,339,623,205 | 36.5% |
| Public Funds | $513,828,079 | 14.0% |
| Cash | $1,816,749,279 | 49.5% |
| Total | $3,670,200,563 | 100.0% |