Matterhorn Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
61
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$0
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Income tax services
Fee options
Fixed fees for services and group educational workshops with pre-arranged set fees typically between $1,000 and $5,000
$450 per hour for financial advice, financial planning, investment advice, and tax preparation
Minimum fee: Minimum fee of $525 per tax return prepared Fee-only: Hourly fee of $450 per hour billed in six-minute increments; fixed fees based on hourly rate times estimated hours; group educational workshops range from $1,000 to $5,000 per event
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Matterhorn Financial Planning
312 W. Center Street
Pocatello ID 83204, United States
Number of offices
2
Forms ADV
Quick links
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