Matthew Treskovich
Flavin, Nooney & Person · Melbourne, Florida
Matthew Treskovich is a fee-only financial advisor at Flavin, Nooney & Person in Melbourne, Florida, who holds the CFP, PFS and CFA credentials. Matthew focuses on tax planning, retirement planning and estate & legacy planning. Flavin, Nooney & Person reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Flavin, Nooney & Person |
|---|---|
| Based in | Melbourne, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $205.0M across 459 accounts |
| Credentials | CFP · PFS · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 6629066 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.flavincpa.com |
How Matthew's firm compares
- Flavin, Nooney & Person's average account is about $447,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Matthew
Is Matthew Treskovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Flavin, Nooney & Person 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, Flavin, Nooney & Person, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Treskovich based?
Matthew Treskovich is based in Melbourne, Florida.
What does Matthew specialize in?
Matthew's specialties include tax planning, retirement planning and estate & legacy planning.
What credentials does Matthew Treskovich hold?
Matthew Treskovich holds the CFP, PFS and CFA credentials.
Is Matthew Treskovich registered with the SEC?
Yes. Matthew Treskovich is registered as an investment adviser representative in FL and TX (CRD 6629066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flavin, Nooney & Person manage?
Flavin, Nooney & Person reports $205.0M across 459 accounts in assets under management.
How do I contact Matthew Treskovich?
Through Matthew's website, www.flavincpa.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
- Flavin, Nooney & Person 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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