Matthew Mai
Price Financial Group · Portland, Oregon
Matthew Mai is a fee-only financial advisor at Price Financial Group in Portland, Oregon. Matthew focuses on retirement planning and estate & legacy planning. Price Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Price Financial Group |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $173.5M across 1,340 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 5721707 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pricefg.com |
| Profile |
How Matthew's firm compares
- Price Financial Group's average account is about $129,000, from its Form ADV (assets managed divided by 1,340 accounts).
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Questions about Matthew
Is Matthew Mai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Price Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Price Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Mai based?
Matthew Mai is based in Portland, Oregon.
What does Matthew specialize in?
Matthew's specialties include retirement planning and estate & legacy planning.
Is Matthew Mai registered with the SEC?
Yes. Matthew Mai is registered as an investment adviser representative in OR and TX (CRD 5721707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Price Financial Group manage?
Price Financial Group reports $173.5M across 1,340 accounts in assets under management.
How do I contact Matthew Mai?
Through Matthew's website, www.pricefg.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
- Price Financial Group 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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