Matune Basile Advisors
SEC RegisteredFinancial Freedom is One Plan Away
About the firm
Matune Basile Advisors operates as an Independent Registered Investment Advisory firm based in Hermitage, Pennsylvania, dedicated to the practice of investment management and financial planning. As a fiduciary, the firm has a duty of utmost good faith to act solely in the best interest of each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investments, retirement planning, insurance, and tax and estate services. Financial planning and investment management are tailored to each client's unique goals, objectives, and risk tolerances.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 169 | $79M |
| High Net Worth Individuals | 76 | $244M |
| State/Municipal Entities | 8 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| $500,000 - $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.90% |
| $2,000,000 - $3,000,000 | 0.80% |
| $3,000,000 - $4,000,000 | 0.70% |
| $4,000,000 - $5,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matune Basile Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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