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Matthew Gooch

49 Financial

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About Matthew Gooch

Matthew Gooch is a registered investment advisor representative with 49 Financial. Matthew has been in the industry since 2014, starting with Rama Swim Club in Charlotte, NC. Prior to working with 49 Financial, Matthew held positions at Samford in Brimingham, AL, Film Buildings LLC in Savannah, GA and Macon Mayhem in Macon, GA. Matthew currently holds the Series 65 license. Matthew also holds a fixed insurance agent license. Matthew specializes in providing financial planning, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Matthew Gooch is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Matthew Gooch’s Registration & Firm History

TX

10/29/2024 - Present

49 Financial (AUSTIN TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Gooch.
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