Matthew Haertzen
Francis Financial · Del Norte, Colorado
Matthew Haertzen is a fee-only financial advisor at Francis Financial in Del Norte, Colorado, who holds the CFP and CFA credentials. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Francis Financial |
|---|---|
| Based in | Del Norte, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY · CRD 2405742 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.francisfinancial.com |
How Matthew's firm compares
- Francis Financial's average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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Questions about Matthew
Is Matthew Haertzen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Francis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Haertzen based?
Matthew Haertzen is based in Del Norte, Colorado.
What credentials does Matthew Haertzen hold?
Matthew Haertzen holds the CFP and CFA credentials.
Is Matthew Haertzen registered with the SEC?
Yes. Matthew Haertzen is registered as an investment adviser representative in NY (CRD 2405742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Francis Financial manage?
Francis Financial reports $803.2M across 1,048 accounts in assets under management.
How do I contact Matthew Haertzen?
Through Matthew's website, www.francisfinancial.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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