Matthew Malick
Atwater Malick · Lancaster, Pennsylvania
Matthew Malick is a fee-only financial advisor at Atwater Malick in Lancaster, Pennsylvania, who holds the CFP and CFA credentials. Matthew focuses on retirement planning. Atwater Malick reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | Atwater Malick |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $687.4M across 947 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 4631713 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atwatermalick.com |
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Questions about Matthew
Is Matthew Malick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Atwater Malick 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, Atwater Malick, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Matthew charge?
According to Atwater Malick's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Matthew Malick based?
Matthew Malick is based in Lancaster, Pennsylvania.
What does Matthew specialize in?
Matthew's specialties include retirement planning. Matthew works with retirees and divorced individuals.
What credentials does Matthew Malick hold?
Matthew Malick holds the CFP and CFA credentials.
Is Matthew Malick registered with the SEC?
Yes. Matthew Malick is registered as an investment adviser representative in PA and TX (CRD 4631713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwater Malick manage?
Atwater Malick reports $687.4M across 947 accounts in assets under management.
How do I contact Matthew Malick?
Through Matthew's website, www.atwatermalick.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
- Atwater Malick 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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