Mathies Financial Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,000,000
Total clients
296
2% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
74
Average account size
$253,378
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed fees for financial plans, negotiable up to $6,000
Commissions earned on insurance products sold by representatives (life insurance, annuities, long-term care insurance)
Hourly rate of $250 per hour if financial planning services are terminated before completion
Fee-only: Fixed fees up to $6,000 for financial planning services; $250 per hour if terminated early for prorated fee
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Mathies Financial Partners
540 E. Abriendo Avenue Suite B
Pueblo CO 81004, United States
Number of offices
5
Forms ADV
Quick links
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