Matson Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$516,228,802
Clients
230
Advisors
3
of 9 employees
About
Matson Financial Advisors provides combined financial planning and wealth management services to individuals, families, not‑for‑profit organizations, and business entities. The firm emphasizes long‑term planning and offers investment recommendations across stocks, bonds, mutual funds, ETFs, and annuities as part of an integrated planning process.
Its investment process begins with an in‑depth client interview and annual reviews to build diversified portfolios and retirement or income plans; clients may impose investment restrictions and are invited to participate in ongoing plan updates. Engagements are primarily non‑discretionary — the firm assists with investment selection and executes transactions with client consent — and it generally favors institutional share classes and non‑proprietary products when available.
A firm principal maintains a registered‑representative affiliation with a broker‑dealer and the firm also engages in life and disability insurance and retirement‑plan sales, so commissions and insurance compensation appear in its business mix (reported as a small portion of advisory revenue). Matson Financial manages roughly $519 million with a small advisory team, uses Pershing for custody, and does not vote client proxies, practices that shape its custody, conflict‑management, and client‑decision processes relative to many peers.
Client services
Expertise
Fee options
Financial Consult: one-time flat fees generally ranging from $1,250 to $5,000
Commissions on securities transactions and asset-based sales charges, distribution fees, or service fees from mutual funds may be received by some financial advisors; represents less than 3% of advisory revenue
Account minimum: $2,500 annual minimum fee for ongoing financial planning and wealth management services Minimum fee: Minimum annual fee of $2,500 for ongoing financial planning and wealth management services Fee-only: Financial Planning: one-time fee typically ranging from $2,500 to $10,000; Financial Consult: one-time flat fee generally ranging from $1,250 to $5,000; Ongoing Financial Planning and Wealth Management: annual fixed fee typically ranging from $2,500 to $50,000, paid quarterly or semiannually in arrears
Main office
4 Mountain View Terrace, Suite 104
Danbury CT 06811
Advisors at this office
3
Most active in
Connecticut · Florida · New Hampshire · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle M
CFP®
Danbury, CT
Matson Financial Advisors, Inc.
Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.
Audrey H
CFP®, Series 63
Danbury, CT
Matson Financial Advisors, Inc.
Audrey Himebaugh is a CFP® professional with 24 years of industry experience. She has worked at Matson Financial Advisors, Inc. since 2020 and has been associated with Cetera Advisor Networks LLC since 2013. Outside of her advisory role, she prepares financial reports and facilitates expenditures for the Congregational Church of Brookfield. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a collaborative, plan-driven approach to portfolio construction and generally works with clients on a non-discretionary basis, integrating investment advice with comprehensive planning across retirement, tax, estate, insurance, and education needs.
Michael M
Series 63
Danbury, CT
Matson Financial Advisors, Inc.
Michael Matson is a financial advisor at Matson Financial Advisors, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Matson Financial Advisors since 1993. He also serves as a member of the Town of Brookfield Retirement Benefits Advisory Board. Matson Financial Advisors provides comprehensive financial planning and wealth management services to individuals, families, not-for-profit organizations, and business entities. The firm focuses on long-term planning and offers investment recommendations across a range of securities as part of an integrated planning process.
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