Myicon
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees for financial planning services varying by client situation, ranging from $2,500 to $15,000.
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).
Hourly rate example given as $285/hour.
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
520 6th Street South
Kirkland WA 98033
Advisors at this office
2
Most active in
Washington
Also doing business as
Icon Consulting · Icon Consulting, Inc. · Icon Consulting, LLC · Icon Wealth Management · Icon Wealth Management, Inc. · Myicon
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:
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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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
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.
John C
Series 66
Kirkland, WA
Myicon
John Carney is a financial advisor at MyICON with 28 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group, LPL Financial, and Piper Sandler & Co. Carney is involved in managing a family LLC that operates a private lake cabin. MyICON provides fee-only financial planning and consulting services to individuals, families, and businesses, focusing on written financial plans and ongoing consultation. The firm employs an analytical approach centered on cash-flow modeling and asset allocation based on Modern Portfolio Theory, emphasizing client education and needs-based planning tailored to individual goals.
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