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Matt Gregg Addington

Worthpointe

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About Matt Gregg Addington

Matt Addington is a financial advisor with Worthpointe. Matt is registered with the state of California and Texas. Matt also works with Constitution Wealth LLC, where Matt provides investment advisory services. Matt has been working in the financial industry since 2006. Matt is a Certified Financial Planner™ professional.

Firm Information

Matt Addington is currently registered with Worthpointe. Worthpointe is an investment advisor with 10 investment advisor representatives and 5 adviser reps for other investment advisers. The firm manages $757,672,737 in regulatory assets under management for 1,367 accounts. Worthpointe provides financial planning, pension consulting, and selection of other advisers. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

$757.67M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser services

Sub-adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees

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Matt Addington’s Registration & Firm History

CA

01/26/2016 - Present

Worthpointe (RAMONA CA)

TX

10/24/2014 - 01/22/2016

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

11/24/2009 - 09/11/2014

TD AMERITRADE, INC. (FORT WORTH TX)

TX

04/25/2006 - 03/05/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 04/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Gregg Addington.
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