Joseph Matelich
Physician Advising · Newport, Washington
Joseph Matelich is a fee-only financial advisor at Physician Advising in Newport, Washington. Physician Advising reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Physician Advising |
|---|---|
| Based in | Newport, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $9.9M across 128 accounts |
| SEC registration | Investment adviser representative in CO, TX, WA · CRD 5895375 |
| Exams passed | Series 63 (2011) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.physicianadvising.com |
How Joseph's firm compares
- Physician Advising's average account is about $77,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Joseph
Is Joseph Matelich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Physician Advising reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Physician Advising, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Matelich based?
Joseph Matelich is based in Newport, Washington.
Is Joseph Matelich registered with the SEC?
Yes. Joseph Matelich is registered as an investment adviser representative in CO, TX and WA (CRD 5895375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Physician Advising manage?
Physician Advising reports $9.9M across 128 accounts in assets under management.
How do I contact Joseph Matelich?
Through Joseph's website, www.physicianadvising.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
- 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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