Matt McCoy | Financial Advisor - Nerdwallet
Matt McCoy

Matt McCoy

CFP®, ChFC
  • About Matt
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Senior Financial Planner at Kumquat
Address
3001 S. Broad Street Suite 200
Chattanooga TN, 37408
Phone
(423) 531-0204
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About Matt

Comprehensive planning is the key to achieving financial goals. I believe in planning through a process - not product!

Matt is an experienced financial advisor who has helped his clients accomplish their financial goals for over nine years. He earned a B.S. degree in Economics. In addition, he has been certified by the College for Financial Planning as a CERTIFIED FINANCIAL PLANNER® certificant, which focuses on comprehensive financial planning. Matt also holds the Chartered Financial Consultant (ChFC®) designation earned through The American College which focuses on the many uses of life insurance for f...

Certifications

Registrations
Designations
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Insurance License
  • TN: #0920439

Typical Clients & Fee Structure

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.