Advisor at Mattix Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mattix Wealth Management LLC
Location
Jeffersonville, IN
Credentials
Series 65
Industry experience
10 years
Bradley Mattix is the sole advisor at Mattix Wealth Management LLC, an independent firm based in Jeffersonville, IN. He holds a Series 65 designation and has over 10 years of industry experience. Prior to founding his own firm, he worked at Senior Financial Services for 21 years. Mattix Wealth Management serves individual and small-business clients primarily through written financial planning and client education via newsletters and public workshops. The firm does not manage assets directly but refers clients to a preferred third-party money manager for ongoing portfolio supervision.
Based on Mattix Wealth Management LLC
Based on Mattix Wealth Management LLC
Fixed fee financial planning services ranging from $1,500 to $3,500
Commissions received for insurance and annuity products sold by Bradley Mattix in his separate capacity as an insurance agent
Hourly rate of $200 per hour for financial planning services
Minimum fee: Minimum fixed fee for financial planning services generally $1,500 Fee-only: Fixed fees for financial planning services ranging from $1,500 to $3,500; Hourly fees at $200/hour
Jeffersonville, IN
Georgia · Indiana · Texas
Bradley Mattix - Sole Prorietor
2016 - Present (10 years)
Mattix Wealth Management, LLC
2015 - Present (11 years)
Senior Financial Services
1995 - 2016 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 66
Louisville, KY
Sapphire Fiduciary Advisors, LLC
CFP®
Louisville, KY
Essa Financial LLC
Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.
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CFP®, Series 66
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