Matt Lincoln
Cadence Planning LLC · Frederick, Maryland
Matt Lincoln is a fee-only financial advisor at Cadence Planning LLC in Frederick, Maryland, who holds the CFP and EA credentials. Matt charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on tax planning.
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Specialties
Facts
| Firm | Cadence Planning LLC |
|---|---|
| Based in | Frederick, Maryland |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Works virtually | Yes |
| Assets under management | $12.0M across 34 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MD · CRD 7526176 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cadenceplanningllc.com |
| Profile |
How Matt's firm compares
- Ongoing planning starts at $6,000 a year, above the Maryland median of $3,800 for fee-only firms that publish prices.
- Cadence Planning LLC's average account is about $353,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Matt
Is Matt Lincoln a fee-only financial advisor?
Yes. Matt Lincoln is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.
How does Matt charge for financial advice?
Matt charges an ongoing planning fee.
How much does Matt charge?
According to Cadence Planning LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year.
Does Matt work with clients virtually?
Yes. Cadence Planning LLC says on its website that it works with clients remotely.
Where is Matt Lincoln based?
Matt Lincoln is based in Frederick, Maryland.
What does Matt specialize in?
Matt's specialties include tax planning.
What credentials does Matt Lincoln hold?
Matt Lincoln holds the CFP and EA credentials.
Is Matt Lincoln registered with the SEC?
Yes. Matt Lincoln is registered as an investment adviser representative in MD (CRD 7526176), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cadence Planning LLC manage?
Cadence Planning LLC reports $12.0M across 34 accounts in assets under management.
How do I contact Matt Lincoln?
Through Matt's website, cadenceplanningllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frederick
Other advisors in Maryland who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Cadence Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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