Matthew Mathiesen
Integrity Wealth Management · Eugene, Oregon
Matthew Mathiesen is a fee-only financial advisor at Integrity Wealth Management in Eugene, Oregon, who holds the CFP credential. Matthew focuses on retirement planning, tax planning and estate & legacy planning. Integrity Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $304.8M across 831 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5768992 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.integritywealthnw.com |
How Matthew's firm compares
- Integrity Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Matthew
Is Matthew Mathiesen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Integrity Wealth Management 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, Integrity Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Mathiesen based?
Matthew Mathiesen is based in Eugene, Oregon.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and estate & legacy planning. Matthew works with retirees and pre-retirees.
What credentials does Matthew Mathiesen hold?
Matthew Mathiesen holds the CFP credential.
Is Matthew Mathiesen registered with the SEC?
Yes. Matthew Mathiesen is registered as an investment adviser representative in OR and TX (CRD 5768992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $304.8M across 831 accounts in assets under management.
How do I contact Matthew Mathiesen?
Through Matthew's website, www.integritywealthnw.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
- Integrity 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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