Caleb Regan
Mattern Wealth Management · Lawrence, Kansas
Caleb Regan is a fee-only financial advisor at Mattern Wealth Management in Lawrence, Kansas. Caleb focuses on estate & legacy planning, tax planning and small business owners. Mattern Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Caleb →
Specialties
Who they serve
- Pre-retirees
- Retirees
- Ultra high net worth
Facts
| Firm | Mattern Wealth Management |
|---|---|
| Based in | Lawrence, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $579.0M across 1,412 accounts |
| SEC registration | Investment adviser representative in KS · CRD 8324671 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | matternwealth.com |
Request an introduction to Caleb
Tell Caleb a little about what you're looking for. Caleb isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Caleb
Is Caleb Regan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Mattern Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb's firm, Mattern Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Caleb charge?
According to Mattern Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Caleb Regan based?
Caleb Regan is based in Lawrence, Kansas.
What does Caleb specialize in?
Caleb's specialties include estate & legacy planning, tax planning, small business owners and retirement planning. Caleb works with pre-retirees, retirees and ultra high net worth.
Is Caleb Regan registered with the SEC?
Yes. Caleb Regan is registered as an investment adviser representative in KS (CRD 8324671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mattern Wealth Management manage?
Mattern Wealth Management reports $579.0M across 1,412 accounts in assets under management.
How do I contact Caleb Regan?
Through Caleb's website, matternwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mattern Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.