A complete list of active advisors currently associated with Etzler Financial Advisors, LLC

Warmer can help you find a great advisor at Etzler Financial Advisors, LLC or one who fits your needs even better.

The firm provides fee-only financial planning and consulting to individuals, families, trusts, and employers, including retirement and tax planning, investment advice, estate planning guidance, risk management, and retirement plan consulting with participant-level counseling and educational workshops. Services are delivered through project-based financial planning, ongoing subscription agreements, and hourly engagements; the firm does not sell financial products or accept commissions. Investment services for individual clients are non-discretionary and client-directed, with trades implemented only after client approval and account reviews conducted on a client‑initiated basis rather than through continuous monitoring. Planning and subscription engagements are scoped by an “Allocated Time” model (with unused time banked for a limited period) and the firm generally recommends a globally diversified, long-term, largely passive approach while using manager selection or tactical adjustments when appropriate. What is distinctive about the firm is its combination of primarily non‑discretionary individual advisory work with ERISA Section 3(38) discretionary fiduciary services for employer retirement plans — the firm reported approximately $5.5 million in plan assets managed under 3(38) authority — a mix that is uncommon among peers. The firm also departs from the common percentage‑of‑AUM model by relying on project, subscription, and hourly fees, and it coordinates estate‑document preparation through unaffiliated third‑party providers while offering on‑site participant counseling and workshops as part of its plan consulting.

To learn more about the advisors currently working at Etzler Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Etzler	Red Bluff, CA	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support