Firm
Matt Calcagno
San Diego, California
Fee-only
Matt Calcagno at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 7 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 461 individual clients, 150 of them high net worth.
- Its average account is about $382,000 (assets it manages divided by its 1,279 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | mattcalcagno.com |
| Phone | (619) 282-3288 |
Matt Calcagno fees
Matt Calcagno doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $489 million |
| Individual clients | 311 |
| High-net-worth clients | 150 |
| Accounts managed | 1,279 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-79351) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 170392 |