Alfred Matarazzo
Main Line Retirement Advisors · Whitefish, Montana
Alfred Matarazzo is a fee-only financial advisor at Main Line Retirement Advisors in Whitefish, Montana. Alfred focuses on family wealth transfer, estate & legacy planning and tax planning. Main Line Retirement Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Line Retirement Advisors |
|---|---|
| Based in | Whitefish, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $448.6M across 679 accounts |
| SEC registration | Investment adviser representative in MT, PA, TX · CRD 2232383 |
| Exams passed | Series 63 (1992) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mlra401k.com |
How Alfred's firm compares
- Main Line Retirement Advisors's average account is about $661,000, from its Form ADV (assets managed divided by 679 accounts).
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Questions about Alfred
Is Alfred Matarazzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfred holds no broker registration, and Main Line Retirement Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfred charge for financial advice?
Alfred's firm, Main Line Retirement Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alfred Matarazzo based?
Alfred Matarazzo is based in Whitefish, Montana.
What does Alfred specialize in?
Alfred's specialties include family wealth transfer, estate & legacy planning and tax planning. Alfred works with multi-generational families.
Is Alfred Matarazzo registered with the SEC?
Yes. Alfred Matarazzo is registered as an investment adviser representative in MT, PA and TX (CRD 2232383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Line Retirement Advisors manage?
Main Line Retirement Advisors reports $448.6M across 679 accounts in assets under management.
How do I contact Alfred Matarazzo?
Through Alfred's website, mlra401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Main Line Retirement Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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