# Matthew Riggins

> Matthew Riggins is a fee-only financial advisor at Mash Financial Planning in Jacksonville, Florida, who holds the CFP credential. Matthew charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed) and focuses on small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/matthew-riggins/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mash Financial Planning
- **Based in:** Jacksonville, Florida
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $13.9M across 147 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning
- **CRD:** 6365971 (https://adviserinfo.sec.gov/individual/summary/6365971)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.mashfinancialplanning.com

## Frequently asked questions

### Is Matthew Riggins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Mash Financial Planning 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 and a one-time planning fee.

### How much does Matthew charge?

According to Mash Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Matthew Riggins based?

Matthew Riggins is based in Jacksonville, Florida.

### What does Matthew specialize in?

Matthew's specialties include small business owners and retirement planning.

### What credentials does Matthew Riggins hold?

Matthew Riggins holds the CFP credential.

### Is Matthew Riggins registered with the SEC?

Yes. Matthew Riggins is registered as an investment adviser representative in FL and GA (CRD 6365971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mash Financial Planning manage?

Mash Financial Planning reports $13.9M across 147 accounts in assets under management.

### How do I contact Matthew Riggins?

Through Matthew's website, www.mashfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6365971): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mashfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.