Matthew Masin
Strategic Wealth Advisors · Scottsdale, Arizona
Matthew Masin is a fee-only financial advisor at Strategic Wealth Advisors in Scottsdale, Arizona, who holds the CFP credential. Strategic Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Wealth Advisors |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $325.2M across 427 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6831571 |
| Exams passed | Series 63 (2017) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.xpertadvice.com |
How Matthew's firm compares
- Strategic Wealth Advisors's average account is about $761,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Matthew
Is Matthew Masin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Strategic Wealth Advisors 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, Strategic Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Masin based?
Matthew Masin is based in Scottsdale, Arizona.
What credentials does Matthew Masin hold?
Matthew Masin holds the CFP credential.
Is Matthew Masin registered with the SEC?
Yes. Matthew Masin is registered as an investment adviser representative in AZ (CRD 6831571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Wealth Advisors manage?
Strategic Wealth Advisors reports $325.2M across 427 accounts in assets under management.
How do I contact Matthew Masin?
Through Matthew's website, www.xpertadvice.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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