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Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Garden Valley, ID 83622
OSAIC
Institution
Matthew Walo is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial for nine years. Outside of his advisory role, he authors educational investment papers for Wolters Kluwer, providing content for CPA clients on topics such as buy-sell agreements, alternative investments, and retirement planning. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of advisers and multiple platforms, offering integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Garden Valley, ID
11 Market Street
Garden Valley ID 83622
Advisors at this office
1
Florida · Idaho · Texas
24 years of industry experience
Osaic Wealth inc
2024 - Present • 2 years
Caldwell, ID
LPL Financial
2015 - 2024 • 9 years
Eagle, ID
Woodbury Financial Services, inc.
2011 - 2015 • 4 years
PRUCO Securities, LLC.
2003 - 2011 • 8 years
ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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