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MATRIX PLANNING INC
CRD 110812File 801-26943
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$121.4M
Bottom 25% of cohort (national)
Discretionary AUM
$100.5M
Non-discretionary $20.8M
Clients
17
82 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 15, 1986
- Principal office
- 3015 MAIN STREET, SUITE 403, SANTA MONICA, CA, 90405
- Phone
- 310-399-0457
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.4M
- Discretionary AUM
- $100.5M
- Non-discretionary AUM
- $20.8M
- Discretionary accounts
- 28
- Non-discretionary accounts
- 54
- Total accounts
- 82
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $118.9M |
| Pooled investment vehicles | 1 | $1.6M |
| Individuals (other than high net worth individuals) | 1 | $832K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A NEGOTIATED MONTHLY RETAINER
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.