Matthew Osypowski
Kroeger Financial Partners · Grass Valley, California
Matthew Osypowski is a fee-only financial advisor at Kroeger Financial Partners in Grass Valley, California, who holds the CFP credential. Kroeger Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kroeger Financial Partners |
|---|---|
| Based in | Grass Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $111.1M across 344 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7487936 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | kroegerfinancial.com |
How Matthew's firm compares
- Kroeger Financial Partners's average account is about $323,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Matthew
Is Matthew Osypowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Kroeger Financial Partners 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, Kroeger Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Osypowski based?
Matthew Osypowski is based in Grass Valley, California.
What credentials does Matthew Osypowski hold?
Matthew Osypowski holds the CFP credential.
Is Matthew Osypowski registered with the SEC?
Yes. Matthew Osypowski is registered as an investment adviser representative in CA (CRD 7487936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kroeger Financial Partners manage?
Kroeger Financial Partners reports $111.1M across 344 accounts in assets under management.
How do I contact Matthew Osypowski?
Through Matthew's website, kroegerfinancial.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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