{
  "crd_number": 292353,
  "slug": "materetsky-financial-group-boynton-beach-fl-292353",
  "primary_business_name": "MATERETSKY FINANCIAL GROUP",
  "legal_name": "MATERETSKY FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Boynton Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-13",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 720764738.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 720764738.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2005189.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 210106851.0,
      "count": 490
    },
    "pension_profit_sharing": {
      "raum": 8032540.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 500620158.0,
      "count": 328
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "MA",
    "MD",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/MateretskyFinancialGroup",
    "https://linkedin.com/company/materetsky-financial-group",
    "https://materetsky.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292353",
  "city_as_filed": "BOYNTON BEACH",
  "url": "https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353",
  "display_name": "Materetsky Financial Group",
  "summary": "Materetsky Financial Group is an SEC-registered investment advisory firm in Boynton Beach, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Materetsky Financial Group (CRD 292353): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Materetsky Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Materetsky Financial Group reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Materetsky Financial Group located?",
      "a": "Materetsky Financial Group's principal office is in Boynton Beach, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Materetsky Financial Group registered with the SEC or a state?",
      "a": "Materetsky Financial Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292353."
    },
    {
      "q": "How much does Materetsky Financial Group manage?",
      "a": "Materetsky Financial Group reports $720,764,738 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary)."
    },
    {
      "q": "How have Materetsky Financial Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Materetsky Financial Group: Regulatory assets under management: $424,452,459 in the October 2021 data and $720,764,738 in the October 2026 data, up 70%. Total employees: 13 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Materetsky Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (490); high net worth individuals (328); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does Materetsky Financial Group use?",
      "a": "Materetsky Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Materetsky Financial Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292353"
    },
    {
      "q": "Does Materetsky Financial Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"In general, Registrant requires a minimum of $250,000 to open and maintain an advisory account. At Registrant’s discretion, we may waive this minimum account size.\" \"Registrant does not require a minimum fee for its investment management services.\""
    },
    {
      "q": "What changed in Materetsky Financial Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $622,654,847 to $720,764,738 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 424452459.0,
      "total_employees": 13,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 468335979.0,
      "total_employees": 11,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 437314734.0,
      "total_employees": 12,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 523519976.0,
      "total_employees": 8,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 622654847.0,
      "total_employees": 8,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 720764738.0,
      "total_employees": 9,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $622,654,847 to $720,764,738 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, Registrant requires a minimum of $250,000 to open and maintain an advisory account. At Registrant’s discretion, we may waive this minimum account size.",
          "Registrant does not require a minimum fee for its investment management services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Registrant does not require a minimum fee for its investment management services."
        ]
      }
    ],
    "quotes": [
      "In general, Registrant requires a minimum of $250,000 to open and maintain an advisory account. At Registrant’s discretion, we may waive this minimum account size.",
      "Registrant does not require a minimum fee for its investment management services.",
      "Registrant does not require a minimum fee for its investment management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 490,
      "fewer_than_5": false,
      "raum": 210106851.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 328,
      "fewer_than_5": false,
      "raum": 500620158.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 8032540.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2005189.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292353",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}