David Mattern
Mattern Wealth Management · Lawrence, Kansas
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.
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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 3160075 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | matternwealth.com |
| Profile |
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Questions about David
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.
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.
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