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Advisor

Jerome Matecun

Compound Value Advisers · Sparta, Michigan

Jerome Matecun is a fee-only financial advisor at Compound Value Advisers in Sparta, Michigan. Compound Value Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmCompound Value Advisers
Based in Sparta, Michigan
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$28.4M across 53 accounts
SEC registration Investment adviser representative in CA, MI · CRD 2965979
Exams passedSeries 65 (2013)
Firm size1 employee
Disclosures None reported
LinkedInProfile

How Jerome's firm compares

  • Compound Value Advisers's average account is about $536,000, from its Form ADV (assets managed divided by 53 accounts).

What fee-only advisors charge in Michigan

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Questions about Jerome

Is Jerome Matecun a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jerome holds no broker registration, and Compound Value Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jerome charge for financial advice?

Jerome's firm, Compound Value Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jerome Matecun based?

Jerome Matecun is based in Sparta, Michigan.

Is Jerome Matecun registered with the SEC?

Yes. Jerome Matecun is registered as an investment adviser representative in CA and MI (CRD 2965979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Compound Value Advisers manage?

Compound Value Advisers reports $28.4M across 53 accounts in assets under management.

How do I contact Jerome Matecun?

Contact details aren't on file yet. Search for Compound Value Advisers.

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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