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Matthew K Teetor

Advisor at Sequoia Financial Group, L.L.C. — Troy, MI

Updated today

Credentials

Series 65

Experience

16 years

Location

Troy, MI 48098

Sequoia Financial Group, L.L.C. logo

Sequoia Financial Group, L.L.C.

Enterprise

Total advisors

240

Across 40 offices

Clients per advisor

46 Low

Avg AUM per client

$2,697,996 Very High

HNW client ratio

41% Very High

About

Matthew Teetor is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding a Series 65 credential and 16 years of industry experience. He has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2019, and previously at Ljpr, LLC for 14 years. In addition to his advisory role, Teetor is a part-owner of Petit Farms, a Christmas tree farm in Lupton, MI. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charities, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles overseen by an Investment Policy Committee.

Client services

Based on Sequoia Financial Group, L.L.C.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequoia Financial Group, L.L.C.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Based on Sequoia Financial Group, L.L.C.

Founder/Business Owner Executive

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Fee options

Fixed

Wealth Planning Service Fees include fixed flat fees from $1,500 to $10,000+ depending on plan type; Trustee Support Services setup fee $0-$2,500

Percentage

$0+: Negotiable percentage based on assets under management; varies by client and service complexity; no specified fixed tiers explicitly stated in brochure $0 - $2,000,000: 0.2625% (Schwab Advisor Network participation fee, absorbed by fee) $2,000,001 - $5,000,000: 0.2100% (Schwab Advisor Network participation fee, absorbed by fee) $5,000,001 - $15,000,000: 0.1575% (Schwab Advisor Network participation fee, absorbed by fee) $15,000,001+: 0.1050% (Schwab Advisor Network participation fee, absorbed by fee)

Commissions

Some personnel are registered representatives of broker-dealers and may receive commissions on insurance and annuity products; commission-based advisory services exist via affiliated insurance and brokerage

Project-based

Hourly charges possible for initial assessment and project work; specific rates not clearly stated

Performance-based

Performance fees charged for one private fund (Focus Fund) and a separate client account; legacy arrangements only, not offered to new clients

Other

Minimum fee: Setup fee for Trustee Support Services ranging from $0 to $2,500 depending on complexity Fee-only: Wealth Planning Service Fees: $1,500 to $10,000+ depending on plan type, hourly fees possible; Fixed fees and hourly fees also referenced as negotiable

Location

See office

Troy, MI

5480 Corporate Dr., Suite 100

Troy MI 48098

Advisors at this office

12

Most active in

Michigan · Texas

Work history

16 years of industry experience

Sequoia Financial Advisors, LLC

2019 - Present • 7 years

Troy, MI

Sequoia Financial Group, LLC

2019 - Present • 7 years

Troy, MI

Ljpr, Llc

2004 - 2018 • 14 years

Troy, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Sara F

CFP®, Series 65

Rochester Hills, MI

Arrowroot Family Office, LLC

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Military & Veterans
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Blake K

Series 66

Birmingham, MI

Oppenheimer

Blake Keelean is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior roles include positions at UHY Advisors and Michigan State University. He has also worked in education and at Orchard Lake Country Club. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Louis B

Series 63

Farmington, MI

J.P. Morgan Securities

Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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