Matrix Planning Inc

Matrix Planning Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Santa Monica, California. On its latest Form ADV, filed April 1, 2026, it reports $121M in regulatory assets under management, 16 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	110812 · SEC file 801-26943
Office	3015 Main Street Suite 403 Santa Monica, CA 90405
Phone	(310) 399-0457
Website	Not listed
Regulatory assets under management	$121M ($101M discretionary)
Individual clients	1 non-high-net-worth, 15 high-net-worth
Financial planning clients	1-10
How it charges	Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	April 1, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Santa Monica

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• Quantum Financial Advisors, LLC $1.5B
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• Angeles Wealth Management, LLC $2.8B
• Victus Capital Wealth $280M

See all 24 fee-only advisers in Santa Monica →

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