Materetsky Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, and insurance. Financial planning was provided to 1,000 clients last fiscal year.
Materetsky Financial Group reports 830 clients. They include 490 individual clients, 328 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $721M across 2,309 accounts are not. A wrap fee program the firm both sponsors and manages holds $721M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 29% |
| High-net-worth individuals | 40% | 69% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 490 | $210M | 29.2% | $429K |
| High-net-worth individuals | 328 | $501M | 69.5% | $1.53M |
| Pension and profit-sharing plans | 12 | $8.03M | 1.1% | $669K |
| Charitable organizations | Fewer than 5 | $2.01M | 0.3% | — |
| Total | 830 | $721M | 100% | — |
- Clients
- 490
- Regulatory AUM
- $210M
- AUM share
- 29.2%
- Avg. per client
- $429K
- Clients
- 328
- Regulatory AUM
- $501M
- AUM share
- 69.5%
- Avg. per client
- $1.53M
- Clients
- 12
- Regulatory AUM
- $8.03M
- AUM share
- 1.1%
- Avg. per client
- $669K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.01M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 830
- Regulatory AUM
- $721M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Materetsky Financial Group charges 0.45%–1.40% a year for its Investment advisory services. The fee is billed in advance and is negotiable.
Fee details and sources
Ira Materetsky owns 75% or more of Materetsky Financial Group. The leadership team of Materetsky Financial Group includes Chief Compliance Officer Ira Materetsky. It has 9 employees, 4 of them in advisory roles.
Leadership
- Ira MateretskyPrincipal/Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Joseph Rocco Carpenito
- Ira Scott Materetsky
- Matthew Joseph Welsh
- Michael Dawson Wright
Staff
- 9 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Materetsky Financial Group, Inc.
Ira Materetsky
Control person · since January 2005
Materetsky Financial Group’s regulatory assets grew 1.7× from $424M (June 2021) to $721M (March 2026); clients rose from 520 to 830 and employees fell from 13 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $721M | 830 | 9 | 3 |
| July 2025 | $623M | 768 | 8 | 3 |
| March 2024 | $524M | 629 | 8 | 3 |
| March 2023 | $437M | 679 | 12 | 2 |
| June 2022 | $468M | 570 | 13 | 2 |
| June 2021 | $424M | 520 | 13 | 2 |
Besides its headquarters, Materetsky Financial Group has 2 offices, with 3 listed addresses in Florida and New York.
Florida · 2 listed addresses
- 2240 Woolbright Road, Suite 354, Boynton BeachHQ
- 1451 W. Cypress Creek Road, Fort Lauderdale
New York · 1 listed address
- 200 Broadhollow Road, Melville
Contact and registration details
- Legal name
- Materetsky Financial Group, Inc.
- Headquarters
- 2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426
- Website
- materetsky.com
- Phone
- 561-735-9227
- @materetsky-financial-group
- SEC file
- 801-112829
- Founded
- 2018
- Structure
- Florida corporation
- Fiscal year end
- December
Materetsky Financial Group uses Pershing ($653M, 91%) and Charles Schwab ($68.1M, 9%) as custodians for its separately managed accounts. Materetsky Financial Group does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $653M91%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $68.1M9%
At year end, Materetsky Financial Group’s separately managed accounts were mostly in funds (51%) and stocks (45%).
What the accounts hold
- Stocks45%
- Exchange-traded equities32%
- Non-exchange-traded equities13%
- Funds51%
- Bonds1%
- Cash3%
How many clients does Materetsky Financial Group have?
Materetsky Financial Group has 830 clients and manages $721 million for them, as of March 2026. They include 490 individual clients, 328 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Materetsky Financial Group offer?
Materetsky Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Materetsky Financial Group charge?
Materetsky Financial Group charges 0.45%–1.40% a year for its Investment advisory services. The fee is billed in advance and is negotiable.
Source: MATERETSKY ADV PART 2A BROCHURE, filed 19 March 2026
Which custodians does Materetsky Financial Group use?
Materetsky Financial Group’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $653M and Charles Schwab & Co., Inc. (Westlake, TX), with $68.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Materetsky Financial Group have?
Materetsky Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Materetsky Financial Group invest in?
At the end of its last fiscal year, Materetsky Financial Group’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 13% non-exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Materetsky Financial Group?
Materetsky Financial Group’s direct owner is Ira Materetsky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Materetsky Financial Group get paid?
Materetsky Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Materetsky Financial Group?
Materetsky Financial Group’s main office is at 2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426. Its phone number is 561-735-9227. Its website is materetsky.com.