Advisor at Mattern Wealth Management LLC
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Firm
Mattern Wealth Management LLC
Location
Lawrence, KS 66047
Credentials
CFP®, Series 66
Industry experience
14 years
Kyle Cross is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is the sole owner of a real estate holding company based in Highland, KS. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, focusing on tailored asset allocations and tax-efficient portfolio implementation using a range of securities and third-party managers.
Based on Mattern Wealth Management LLC
Based on Mattern Wealth Management LLC
Fixed fees for financial planning and consulting services may be negotiated; not to exceed $10,000
up to 1.25% annually (tiered fees applied based on account size and complexity, specific tier breakpoints not disclosed)
$300 per hour for financial planning and consulting services
Fee-only: Fee-only registered investment advisory firm; fees charged as percentage of AUM, fixed fees, and hourly fees without commissions.
1811 Wakarusa Drive, Suite 103
Lawrence, KS 66047
Kansas
Mattern Wealth Management LLC
2019 - Present (7 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Advisors LLC
2012 - 2016 (4 years)
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Insurance agent
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Broker-dealer / trader
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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.
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