Pogson & Matt Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pogson & Matt Wealth Management Group is a fee‑only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm offers customized investment management and standalone financial planning engagements in addition to ongoing advisory relationships.
The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, primarily using mutual funds, ETFs and individual stocks and employing both fundamental and technical analysis. Portfolios are managed on a discretionary basis with flexibility to rebalance, use cash positions as hedges, or harvest gains and losses to align with client objectives and changing market conditions.
A notable distinction, uncommon among peers, is that Pogson & Matt sponsors a wrap fee program and provides clients the option of wrap or non‑wrap pricing, with the brochure noting wrap arrangements tend to suit higher‑trading strategies and can create potential conflicts of interest that the firm discloses. The firm also describes ongoing account monitoring, limits custody to authorized fee deduction, and retains proxy‑voting authority with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$250,000 - $999,999: 1.50% annually (wrap fee, Mutual Fund/ETF Portfolio) $1 million - $2 million: 1.25% annually (wrap fee, Mutual Fund/ETF Portfolio) Over $2 million+: 1.00% annually (wrap fee, Mutual Fund/ETF Portfolio) $250,000 - $999,999: 2.00% annually (wrap fee, Individual Stock Portfolio) $1 million - $2 million: 1.75% annually (wrap fee, Individual Stock Portfolio) Over $2 million+: 1.50% annually (wrap fee, Individual Stock Portfolio) $250,000 - $999,999: 1.30% annually (non-wrap fee, Mutual Fund/ETF Portfolio) $1 million - $2 million: 1.05% annually (non-wrap fee, Mutual Fund/ETF Portfolio) Over $2 million+: 0.80% annually (non-wrap fee, Mutual Fund/ETF Portfolio) $250,000 - $999,999: 1.80% annually (non-wrap fee, Individual Stock Portfolio) $1 million - $2 million: 1.55% annually (non-wrap fee, Individual Stock Portfolio) Over $2 million+: 1.30% annually (non-wrap fee, Individual Stock Portfolio)
$150 per hour for financial planning and non-securities advice
Account minimum: $250,000 Fee-only: $150 per hour (hourly financial planning and non-securities advice)
Main office
6930 E. Chauncey Lane, Suite 295
Phoenix AZ 85054
Advisors at this office
3
Most active in
Arizona · Texas
Also doing business as
Pmwmg LLC · Pogson & Matt Wealth Management Group · Pogson & Matt Wealth Management Group, LLC · Pogson & Matt Welath Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Quick links
Advisors at this firm
Ronald G
Series 63, Series 66
Phoenix, AZ
Pogson & Matt Wealth Management Group
Ronald Gregg is a financial advisor at Pogson & Matt Wealth Management Group with 25 years of industry experience. He has held his current position since 2010 and holds the Series 63 and Series 66 designations. Pogson & Matt Wealth Management Group is a fee-only advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using mutual funds, ETFs, and individual stocks, managing portfolios on a discretionary basis to align with client objectives and changing market conditions.
Kenneth P
Series 63, Series 65
Phoenix, AZ
Pogson & Matt Wealth Management Group
Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.
William M
Series 63, Series 65
Phoenix, AZ
Pogson & Matt Wealth Management Group
William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.
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