Donald Mattersdorff
D. Mattersdorff · Lake Oswego, Oregon
Donald Mattersdorff is a fee-only financial advisor at D. Mattersdorff in Lake Oswego, Oregon, who holds the CFA credential. D. Mattersdorff reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | D. Mattersdorff |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $61.9M across 57 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, OR · CRD 1841343 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mattersdorff.com |
| Profile |
How Donald's firm compares
- D. Mattersdorff's average account is about $1.1 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Donald
Is Donald Mattersdorff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and D. Mattersdorff reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, D. Mattersdorff, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Donald Mattersdorff based?
Donald Mattersdorff is based in Lake Oswego, Oregon.
What credentials does Donald Mattersdorff hold?
Donald Mattersdorff holds the CFA credential.
Is Donald Mattersdorff registered with the SEC?
Yes. Donald Mattersdorff is registered as an investment adviser representative in CA and OR (CRD 1841343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does D. Mattersdorff manage?
D. Mattersdorff reports $61.9M across 57 accounts in assets under management.
How do I contact Donald Mattersdorff?
Through Donald's website, www.mattersdorff.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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