MATERETSKY FINANCIAL GROUP

Legal name: MATERETSKY FINANCIAL GROUP, INC.

CRD 292353File 801-112829

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$720.8M

Above cohort median (national)

Discretionary AUM

Non-discretionary $720.8M

Clients

830

2,309 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Apr 13, 2018
Principal office: 2240 WOOLBRIGHT ROAD, SUITE 354, BOYNTON BEACH, FL, 33426
Phone: 561-735-9227
Website: HTTP://WWW.MATERETSKY.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $720.8M
Discretionary AUM: $0
Non-discretionary AUM: $720.8M
Discretionary accounts: 0
Non-discretionary accounts: 2,309
Total accounts: 2,309
AUM per client: $868K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.0M
High net worth individuals	328	$500.6M
Pension and profit sharing plans	12	$8.0M
Individuals (other than high net worth individuals)	490	$210.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
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 11

This 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.