A complete list of active advisors currently associated with GOTMAN-MATUSOVSKAYA, Julie Evgenievna

Warmer can help you find a great advisor at GOTMAN-MATUSOVSKAYA, Julie Evgenievna or one who fits your needs even better.

The firm provides discretionary asset management through a sponsored wrap-fee program (see Form ADV Part 2A, Appendix 1) and also offers financial planning and consulting services billed on an hourly basis. In its ADV filing the firm operates as a sole proprietor and reported $0 in discretionary and non-discretionary assets under management as of November 24, 2025. Its investment work is implemented using Dimensional Funds and Dimensional Wealth Models and the firm exercises discretionary trading authority for managed accounts, with custodial and execution services arranged through Charles Schwab & Co. The firm aggregates transactions, may allocate to third-party portfolio managers, and discloses the potential conflict that model allocations are limited to asset classes where Dimensional funds are available. Distinguishing features include sponsoring a wrap-fee program—a relatively uncommon arrangement for firms in this category—and charging hourly fees for financial planning ($250/hour with a two-hour minimum), which the firm requires to be paid at commencement. The firm also discloses significant outside business activities as an insurance agent and a tax preparer (each about 30% of time) and accepts commissions and fees from those services, a conflict it says it mitigates through disclosure and fiduciary procedures.

To learn more about the advisors currently working at GOTMAN-MATUSOVSKAYA, Julie Evgenievna, 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.