Ronald Gregg
Pogson & Matt Wealth Management Group · Phoenix, Arizona
Ronald Gregg is a fee-only financial advisor at Pogson & Matt Wealth Management Group in Phoenix, Arizona. Pogson & Matt Wealth Management Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pogson & Matt Wealth Management Group |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $89.9M across 355 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 2250270 |
| Exams passed | Series 63 (1996) · Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pogsonmatt.com |
| Profile |
How Ronald's firm compares
- Pogson & Matt Wealth Management Group's average account is about $253,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Ronald
Is Ronald Gregg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Pogson & Matt Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Pogson & Matt Wealth Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ronald Gregg based?
Ronald Gregg is based in Phoenix, Arizona.
Is Ronald Gregg registered with the SEC?
Yes. Ronald Gregg is registered as an investment adviser representative in AZ (CRD 2250270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pogson & Matt Wealth Management Group manage?
Pogson & Matt Wealth Management Group reports $89.9M across 355 accounts in assets under management.
How do I contact Ronald Gregg?
Through Ronald's website, www.pogsonmatt.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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