Matthew Phillip Murch
Investment adviser representative at Cetera Planning Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Fixed Indexed AnnuitiesAug 2024 to now
- Bcor Administrative Services, LLCJan 2024 to now
- Integrated Tax and Wealth StrategiesFeb 2023 to now
- Avantax Planning Partners, Inc.Jan 2024 to Sep 2026
- Pad Cpa Management IncFeb 2023 to Jan 2024
- Avantax Advisory ServicesMar 2014 to Sep 2025
- Avantax Investment Services, Inc.Aug 2012 to Sep 2025
- Davis & Associates Cpa FirmAug 2012 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6111773
- Firm CRD
- 129625