Matthew Sivertsen
The Planning Center · Moline, Illinois
Matthew Sivertsen is a fee-only financial advisor at The Planning Center in Moline, Illinois, who holds the CFP credential. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Planning Center |
|---|---|
| Based in | Moline, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.37B across 3,032 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, IL, TX · CRD 5455790 |
| Exams passed | Series 66 (2003) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.theplanningcenter.com |
How Matthew's firm compares
- The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).
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Questions about Matthew
Is Matthew Sivertsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and The Planning Center 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, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Sivertsen based?
Matthew Sivertsen is based in Moline, Illinois.
What credentials does Matthew Sivertsen hold?
Matthew Sivertsen holds the CFP credential.
Is Matthew Sivertsen registered with the SEC?
Yes. Matthew Sivertsen is registered as an investment adviser representative in IA, IL and TX (CRD 5455790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Planning Center manage?
The Planning Center reports $1.37B across 3,032 accounts in assets under management.
How do I contact Matthew Sivertsen?
Through Matthew's website, www.theplanningcenter.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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