Peter Mattei
Epsilon Financial Group · Fairfield, California
Peter Mattei is a fee-only financial advisor at Epsilon Financial Group in Fairfield, California, who holds the CFP credential. Epsilon Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Epsilon Financial Group |
|---|---|
| Based in | Fairfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $626.1M across 434 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6324717 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.epsilonfg.com |
How Peter's firm compares
- Epsilon Financial Group's average account is about $1.4 million, from its Form ADV (assets managed divided by 434 accounts).
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Questions about Peter
Is Peter Mattei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Epsilon Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Epsilon Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Mattei based?
Peter Mattei is based in Fairfield, California.
What credentials does Peter Mattei hold?
Peter Mattei holds the CFP credential.
Is Peter Mattei registered with the SEC?
Yes. Peter Mattei is registered as an investment adviser representative in CA (CRD 6324717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Epsilon Financial Group manage?
Epsilon Financial Group reports $626.1M across 434 accounts in assets under management.
How do I contact Peter Mattei?
Through Peter's website, www.epsilonfg.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
- 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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