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Myicon

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Client assets under management

$0

Clients

0

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

MyICON provides fee-only financial planning and consulting to individuals, families, and businesses, delivering a written financial plan with ongoing consultation for the plan period. In its primary role the firm does not custody or directly manage client assets and does not accept discretionary trading authority on client accounts.

The firm’s analytical approach centers on cash-flow modeling and asset allocation guided by Modern Portfolio Theory, with periodic tactical shifts and an emphasis on client education and implementation tailored to individual goals. MyICON frames its advisory work as needs-based planning that prioritizes aligning recommendations with each client’s objectives and willingness to act.

Notably, MyICON maintains affiliations with both an independent registered investment adviser (Private Advisor Group) and a broker‑dealer (LPL Financial), and its Consultants also hold insurance licenses—arrangements that allow implementation through managed accounts, brokerage executions, or insurance products but can create differing compensation streams across roles. The brochure also discloses that the firm does not charge percentage-of-AUM or performance-based fees, does not custody assets, and advertises no account minimums (while referencing a nonfinancial “personality minimum”), which distinguishes its service model from many peers.

Client services

Financial planning

Expertise

General tax planning General estate planning guidance

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Fee options

Fixed

Flat fees for financial planning services varying by client situation, ranging from $2,500 to $15,000.

Commissions

Consultants receive commissions on securities and insurance products when acting as registered representatives or agents (mutual fund 12b-1 fees, variable annuity trails, insurance commissions).

Project-based

Hourly rate example given as $285/hour.

Other

Fee-only: Initial year fees range from $2,500 to $15,000 based on client complexity and consultant commitment; fees charged on a flat fee basis for the financial plan and 12 months of consultation.

Main office location

Myicon

520 6 Th Street South

Kirkland WA 98033, United States

Number of offices

1

Most active in

More info

Washington

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 4255624266

Advisors at this firm

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user avatar

Matthew M

Series 63, Series 65

Kirkland, WA

Myicon

Matthew Mckellar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Private Advisor Group since 2013 and has been affiliated with MyICON and LPL Financial since 2005. Outside of his advisory roles, he is involved in non-variable insurance activities and manages a commercial rental property. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

General tax planning General estate planning guidance
user avatar

John C

Series 66

Kirkland, WA

Myicon

John Carney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Private Advisor Group since 2013 and is also affiliated with MyIcon and LPL Financial. Outside of his advisory roles, he is involved in managing a family LLC that owns and operates a family lake cabin. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

General tax planning General estate planning guidance
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