# Matthew Taranto

> Matthew Taranto is a fee-only financial advisor at Mountainpoint Investment Advisors in Bernardsville, New Jersey, who holds the CFA credential. Mountainpoint Investment Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-taranto/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mountainpoint Investment Advisors
- **Based in:** Bernardsville, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $21.2M across 22 accounts
- **Credentials:** CFA
- **CRD:** 4986921 (https://adviserinfo.sec.gov/individual/summary/4986921)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mountainpoint-ia.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Mountainpoint Investment Advisors 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, Mountainpoint Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Taranto based?

Matthew Taranto is based in Bernardsville, New Jersey.

### What credentials does Matthew Taranto hold?

Matthew Taranto holds the CFA credential.

### Is Matthew Taranto registered with the SEC?

Yes. Matthew Taranto is registered as an investment adviser representative in NJ (CRD 4986921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mountainpoint Investment Advisors manage?

Mountainpoint Investment Advisors reports $21.2M across 22 accounts in assets under management.

### How do I contact Matthew Taranto?

Through Matthew's website, www.mountainpoint-ia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4986921): 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

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