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Matt Chancey, CFP®

Fiduciary Financial Advisor with a Fiduciary Duty to protect his clients best interest

Claraphi Advisory Network, LLC

Orlando

FL

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Other
    • -Publication of Periodicals or Newsletters

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Dempsey Lord Smith, LLC 3 months, 1 week Aug 2018 - Present
Claraphi Advisory Network, LLC 1 year, 4 months Jul 2017 - Present
Retirement Wealth Advisors, Inc. 3 years, 2 months May 2014 - Jul 2017
Horter Investment Management, LLC 2 years, 5 months Dec 2011 - May 2014
Global Financial Private Capital 2 years, 9 months Aug 2011 - May 2014
Gradient Investments, LLC 6 months Mar 2009 - Sep 2009
Micel Financial 12 years Nov 2006 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Matthew Chancey

Is Understanding Risk Important? You Bet!
Published 2015-07-07 06:30:43
401(k) Plans And The Fiduciary Standard
Published 2015-06-30 12:25:44
Marginal Tax Rates—Beware
Published 2015-06-29 10:04:57
Paying Taxes For Safety
Published 2015-06-29 09:13:35
Don’t Get ‘Sold’
Published 2015-06-01 06:08:17
The New Staple In Your Retirement Plan
Published 2015-06-01 06:02:58
Fiduciary Standard Expansion Law
Published 2015-03-18 15:11:11
Don’t Be ‘Ridiculous’
Published 2015-05-09 09:58:12
The Fed’s Patience Has Run Out
Published 2015-05-09 09:50:35
Income Planning And Math; Be That Nerd
Published 2015-05-09 09:43:01
Seeing The Whole Playing Field
Published 2015-04-01 16:02:37
The Retirement Lifestyle
Published 2015-03-27 10:15:58
Financial Advice & The Questions To Ask
Published 2015-03-23 11:30:26
Stop Fracking Around
Published 2015-03-11 11:05:37
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How do I know if I need a financial advisor?
    Wow seems like everyone has some really good advice here. I guess i would add that if you are asking the question, when you most likely need some guidance. It's often not what we know that causes the issues, but what we didn't know or most likely something you thought you knew but somehow misunderst...  (more)
    Answered Mar 2015
    My insurance agent says their are no fees for the investment products he wants to sell me.  How can he make a living if the products he sells don't have fees?
    It should be really easy to explain to you how the person is being paid. If they can't easily explain it then either they are trying to be dishonest about it or they are so new to the industry that they don't understand the product they are offering. In my opinion both are red flags......But know t...  (more)
    Answered Jun 2015
    Does my financial advisor need to be local to my area to be successful with me?
    Today with tech it doesn't have to be someone local if it works. I have many clients I've never met since i use lots of online meeting tools and screen sharing. All advisors don't work this way but some do so shop around. ...  (more)
    Answered Jun 2015
    How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
    Paying reasonable fees is a great place to start. Just don't forget the difference between price and value. Price is what you pay and the value is what's received. So if adding a more expensive fund will add value going forward then despite it's current star rating it just very well may be worth it....  (more)
    Answered Apr 2015
    Want to take a loan against my 401k?
    Agreed gentlemen, I would also say to be aware that if you leave the job or were let go for any reason the loan becomes due immediately or is then considered a fully taxable distribution which may cause other tax issues. Just thing you need to be aware of.....best wishes. ...  (more)
    Answered Jun 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 25, 2018
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 25, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Claraphi Advisory Network, LLC

      Last updated on Aug. 1, 2017
        • $349.7M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 2K
          Accounts
        • $198.7K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements