Matthew Riggins
Mash Financial Planning · Jacksonville, Florida
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.
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Specialties
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 | $13.9M across 147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 6365971 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mashfinancialplanning.com |
| Profile |
How Matthew's firm compares
- Mash Financial Planning's average account is about $94,000, from its Form ADV (assets managed divided by 147 accounts).
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Questions about Matthew
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.
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
- Mash Financial Planning 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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