# David Mattern

> David Mattern is a fee-only financial advisor at Mattern Wealth Management in Lawrence, Kansas. David 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.

Page: https://find.wellspent.co/advisors/david-mattern/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $579.0M across 1,412 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners, Retirement planning
- **Works with:** Pre-retirees, Retirees, Ultra high net worth
- **CRD:** 3160075 (https://adviserinfo.sec.gov/individual/summary/3160075)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 63 (1998), Series 66 (2003)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://matternwealth.com/

## Frequently asked questions

### Is David Mattern a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David's firm, Mattern Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does David charge?

According to Mattern Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is David Mattern based?

David Mattern is based in Lawrence, Kansas.

### What does David specialize in?

David's specialties include estate & legacy planning, tax planning, small business owners and retirement planning. David works with pre-retirees, retirees and ultra high net worth.

### Is David Mattern registered with the SEC?

Yes. David Mattern is registered as an investment adviser representative in KS (CRD 3160075), 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 David Mattern?

Through David's website, matternwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3160075): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://matternwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.