Matthew Santarsiero
Tomoro · Colts Neck, New Jersey
Matthew Santarsiero is a fee-only financial advisor at Tomoro in Colts Neck, New Jersey, who holds the CFP credential. Matthew focuses on founders (pre-exit). Tomoro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Tomoro |
|---|---|
| Based in | Colts Neck, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.6M across 1,683 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6236983 |
| Exams passed | Series 66 (2016) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.tomoronow.com |
How Matthew's firm compares
- Tomoro's average account is about $199,000, from its Form ADV (assets managed divided by 1,683 accounts).
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Questions about Matthew
Is Matthew Santarsiero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Tomoro 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, Tomoro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Santarsiero based?
Matthew Santarsiero is based in Colts Neck, New Jersey.
What does Matthew specialize in?
Matthew's specialties include founders (pre-exit). Matthew works with pre-retirees, founders and multi-generational families.
What credentials does Matthew Santarsiero hold?
Matthew Santarsiero holds the CFP credential.
Is Matthew Santarsiero registered with the SEC?
Yes. Matthew Santarsiero is registered as an investment adviser representative in NJ (CRD 6236983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tomoro manage?
Tomoro reports $335.6M across 1,683 accounts in assets under management.
How do I contact Matthew Santarsiero?
Through Matthew's website, www.tomoronow.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
- Tomoro 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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