Marcus Mattern
Mattern Wealth Management · Lawrence, Kansas
Marcus Mattern is a fee-only financial advisor at Mattern Wealth Management in Lawrence, Kansas. Marcus 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 6538134 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | matternwealth.com |
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Questions about Marcus
Is Marcus Mattern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus 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 Marcus charge for financial advice?
Marcus's firm, Mattern Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Marcus charge?
According to Mattern Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Marcus Mattern based?
Marcus Mattern is based in Lawrence, Kansas.
What does Marcus specialize in?
Marcus's specialties include estate & legacy planning, tax planning, small business owners and retirement planning. Marcus works with pre-retirees, retirees and ultra high net worth.
Is Marcus Mattern registered with the SEC?
Yes. Marcus Mattern is registered as an investment adviser representative in KS (CRD 6538134), 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 Marcus Mattern?
Through Marcus'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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