RIA Intel›Advisers›Florida›MATADOR FINANCIAL PLANNING LLC

MATADOR FINANCIAL PLANNING LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,204

of 2,610 advisers by AUM

Average account

$178K

across 54 accounts

AUM per adviser

$2M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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THE WORLD CHANGERS INVESTMENTS, LLC

MIAMI, FL

$10M

FORECAST FINANCIAL LLC

NEWBERRY, FL

$10M

KEHOE INVESTMENT SERVICES, INC

$10M

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