Matterhorn Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
61
64% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
Very HighAverage account size
$0
About
Matterhorn Financial Planning serves primarily individual clients, and may also advise trusts, estates, or businesses, providing fee-only financial advice and financial planning through limited engagements. The firm also offers separate tax preparation services and, occasionally, group educational workshops on financial planning and investment topics.
For investment advice, Matterhorn generally favors a long-term, buy-and-hold, passive approach that emphasizes asset allocation and low-cost, index-based investments and provides written observations and recommendations. The firm does not provide ongoing, discretionary portfolio management, does not take custody of client assets, and relies on clients or their custodians to implement and monitor transactions; periodic reviews are performed at the client’s request.
Compared with many solo independent advisers, Matterhorn is notable for regularly offering group workshops (a relatively uncommon service) and for structuring its practice around hourly and fixed fees instead of percentage-of-assets fees or recurring asset management. The principal holds CFP®, CPA, and Registered Life Planner credentials, and also discloses separate consulting work for high‑net‑worth families and an unrelated breathwork practice, which are additional distinguishing features.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Income tax services
Expertise
Cash flow / budgeting
Debt management
General tax planning
College savings (529s, UTMA, etc.)
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
Main office location
Matterhorn Financial Planning
312 W. Center Street
Pocatello ID 83204, United States
Number of offices
2
Most active in
Matterhorn Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Texas · Utah
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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