Ramon Garrido Mateos
Copper Harbor Investment Advisors · Appleton, Wisconsin
Ramon Garrido Mateos is a fee-only financial advisor at Copper Harbor Investment Advisors in Appleton, Wisconsin. Ramon focuses on retirement planning. Copper Harbor Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Copper Harbor Investment Advisors |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $805M across 250 accounts |
| SEC registration | Investment adviser representative in IL, OR, WI · CRD 6874145 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.copperharbor.us |
How Ramon's firm compares
- Copper Harbor Investment Advisors's average account is about $3.2 million, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Ramon
Is Ramon Garrido Mateos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ramon holds no broker registration, and Copper Harbor Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ramon charge for financial advice?
Ramon's firm, Copper Harbor Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ramon Garrido Mateos based?
Ramon Garrido Mateos is based in Appleton, Wisconsin.
What does Ramon specialize in?
Ramon's specialties include retirement planning.
Is Ramon Garrido Mateos registered with the SEC?
Yes. Ramon Garrido Mateos is registered as an investment adviser representative in IL, OR and WI (CRD 6874145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Copper Harbor Investment Advisors manage?
Copper Harbor Investment Advisors reports $805M across 250 accounts in assets under management.
How do I contact Ramon Garrido Mateos?
Through Ramon's website, www.copperharbor.us.
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
- Copper Harbor Investment Advisors 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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