Connor Matheny
Rockford Financial Planning · Wilmington, Delaware
Connor Matheny is a fee-only financial advisor at Rockford Financial Planning in Wilmington, Delaware, who holds the CFP credential. Rockford Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rockford Financial Planning |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $79.7M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 7678044 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | rockfordfinancialplanning.com |
How Connor's firm compares
- Rockford Financial Planning's average account is about $179,000, from its Form ADV (assets managed divided by 445 accounts).
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Questions about Connor
Is Connor Matheny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Rockford Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Rockford Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Connor Matheny based?
Connor Matheny is based in Wilmington, Delaware.
What credentials does Connor Matheny hold?
Connor Matheny holds the CFP credential.
Is Connor Matheny registered with the SEC?
Yes. Connor Matheny is registered as an investment adviser representative in DE (CRD 7678044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rockford Financial Planning manage?
Rockford Financial Planning reports $79.7M across 445 accounts in assets under management.
How do I contact Connor Matheny?
Through Connor's website, rockfordfinancialplanning.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
- 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.
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