Matthew Taranto
Mountainpoint Investment Advisors · Bernardsville, New Jersey
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.
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Facts
| Firm | Mountainpoint Investment Advisors |
|---|---|
| Based in | Bernardsville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.2M across 22 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ · CRD 4986921 |
| Exams passed | Series 63 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mountainpoint-ia.com |
How Matthew's firm compares
- Mountainpoint Investment Advisors's average account is about $965,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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