MM
Matthew P. Murch
AVANTAX PLANNING PARTNERS
Houston, TX 77058
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CRD#: 6111773
MM
Professional summary
Matthew Phillip Murch, CFP® is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Houston, Texas and CETERA INVESTMENT ADVISERS LLC located in Schaumburg, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: Employee-Registered Rep NATURE: This is the marketing name for financial svcs. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 77521, DESCRIPTION: Wealth Management Advisor. This will include client meetings, strategic relationship management, firm leadership, integration of tax planning and portfolio management. 2) BRIAN STEPHENS POSITION: Consulting NATURE: I provide consulting to Brian. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 77521, US DESCRIPTION: I help organize and consult on various questions he may have. I prepare andlead the Houston GTC meeting which has a payment that is issued from Avantax to Brian for my efforts. 3) BCOR ADMINISTRATIVE SERVICES, LLC POSITION: FPC NATURE: Financial Planning Consultantis responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant partners with a Financial Service Assistant whooffers operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. I procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance Options INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2707 W Baker Rd, Baytown TX 77521, US DESCRIPTION: Build and maintain deep relationships and rapport with affiliate CPA firms. Partner and influence affiliate CPAs to provide client leads for Investment Mgmt, Life Insurance, LTC Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions. Coordinate paperwork with the support of the FSA to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs. Uphold, support, and promote all company policies and procedures.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Phillip Murch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
March 12, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 16850 Royal Crest Dr, Houston, TX 77058Office #2: 2707 W Baker Rd, Baytown, TX 77521RIA
CRD#: 106237
Houston, TX
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096Office #2: 6767 Portwest Drive Ste 120, Houston, TX 77024RIA
CRD#: 105644
SCHAUMBURG, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 16850 Royal Crest Drive, Houston, TX 77058Office #2: 2707 W Baker Rd, Baytown, TX 77521BD
CRD#: 13572
Houston, TX
Past
March 17, 2014 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Baytown, TX
Past
October 16, 2012 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Houston, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/18/2025)
RR
Florida(9/5/2025)
RR
Louisiana(9/18/2025)
RR
Missouri(9/18/2025)
RR
North Carolina(9/18/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/18/2025)
RR
Oregon(9/18/2025)
IAR
Texas(3/12/2024)
RR
Texas(9/5/2025)
RR
Virginia(9/18/2025)
RR
Washington(10/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
