Michael Mattison
Planvest Financial · Gaithersburg, Maryland
Michael Mattison is a fee-only financial advisor at Planvest Financial in Gaithersburg, Maryland. Planvest Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planvest Financial |
|---|---|
| Based in | Gaithersburg, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.9M across 553 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2723042 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | planvestfinancial.com |
How Michael's firm compares
- Planvest Financial's average account is about $318,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about Michael
Is Michael Mattison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Planvest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Planvest Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Mattison based?
Michael Mattison is based in Gaithersburg, Maryland.
Is Michael Mattison registered with the SEC?
Yes. Michael Mattison is registered as an investment adviser representative in MD (CRD 2723042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planvest Financial manage?
Planvest Financial reports $175.9M across 553 accounts in assets under management.
How do I contact Michael Mattison?
Through Michael's website, planvestfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gaithersburg
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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