Zachary Matarazzo
Main Line Retirement Advisors · Whitefish, Montana
Zachary Matarazzo is a fee-only financial advisor at Main Line Retirement Advisors in Whitefish, Montana, who holds the CFP credential. Zachary focuses on family wealth transfer, estate & legacy planning and tax planning. Main Line Retirement Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Line Retirement Advisors |
|---|---|
| Based in | Whitefish, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $448.6M across 679 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, PA, TX · CRD 6889116 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mlra401k.com |
| Profile |
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Questions about Zachary
Is Zachary Matarazzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Main Line Retirement Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Main Line Retirement Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Matarazzo based?
Zachary Matarazzo is based in Whitefish, Montana.
What does Zachary specialize in?
Zachary's specialties include family wealth transfer, estate & legacy planning and tax planning. Zachary works with multi-generational families.
What credentials does Zachary Matarazzo hold?
Zachary Matarazzo holds the CFP credential.
Is Zachary Matarazzo registered with the SEC?
Yes. Zachary Matarazzo is registered as an investment adviser representative in MT, PA and TX (CRD 6889116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Line Retirement Advisors manage?
Main Line Retirement Advisors reports $448.6M across 679 accounts in assets under management.
How do I contact Zachary Matarazzo?
Through Zachary's website, mlra401k.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
- Main Line Retirement 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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