Matthew Penkert
Pro Tax · Mesa, Arizona
Matthew Penkert is a fee-only financial advisor at Pro Tax in Mesa, Arizona, who holds the CFP credential. Matthew charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on small business owners.
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Specialties
Facts
| Firm | Pro Tax |
|---|---|
| Based in | Mesa, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $15M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2938717 |
| Exams passed | Series 63 (1997) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.protax1040.com |
| Profile |
How Matthew's firm compares
- Pro Tax's average account is about $136,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Matthew
Is Matthew Penkert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Pro Tax 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 charges a percentage of assets.
How much does Matthew charge?
According to Pro Tax's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Matthew Penkert based?
Matthew Penkert is based in Mesa, Arizona.
What does Matthew specialize in?
Matthew's specialties include small business owners.
What credentials does Matthew Penkert hold?
Matthew Penkert holds the CFP credential.
Is Matthew Penkert registered with the SEC?
Yes. Matthew Penkert is registered as an investment adviser representative in AZ (CRD 2938717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pro Tax manage?
Pro Tax reports $15M across 110 accounts in assets under management.
How do I contact Matthew Penkert?
Through Matthew's website, www.protax1040.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
- Pro Tax 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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