# Nathan Mateer

> Nathan Mateer is a fee-only financial advisor at Generations Financial Management in Heath, Texas, who holds the CFP credential. Nathan charges a percentage of assets, a one-time planning fee and a flat fee or retainer (one-time plans from $1,500 and no asset minimum) and focuses on small business owners, retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/nathan-mateer/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Generations Financial Management
- **Based in:** Heath, Texas
- **Fee model:** Percentage of assets; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $1,500; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Equity compensation, Tax planning
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Executives, Founders, Pre-retirees, Early-career professionals
- **CRD:** 7283808 (https://adviserinfo.sec.gov/individual/summary/7283808)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 119 employees
- **Disclosures:** None reported
- **Website:** www.gfmrockwall.com

## About

Everyone has a plan, but does yours actually get you where you want to go? We help you understand your money and how it can work for you. Then we help chart the path for you to reach your goals efficiently and effectively.

## Frequently asked questions

### Is Nathan Mateer a fee-only financial advisor?

Yes. Nathan Mateer is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nathan's firm.

### How does Nathan charge for financial advice?

Nathan charges a percentage of assets, a one-time planning fee and a flat fee or retainer.

### How much does Nathan charge?

According to Generations Financial Management's website, checked October 28, 2026: one-time plans from $1,500; no asset minimum.

### Where is Nathan Mateer based?

Nathan Mateer is based in Heath, Texas.

### What does Nathan specialize in?

Nathan's specialties include small business owners, retirement planning, equity compensation and tax planning. Nathan works with HENRY (High Earners, Not Rich Yet), high earners, executives, founders and pre-retirees.

### What credentials does Nathan Mateer hold?

Nathan Mateer holds the CFP credential.

### Is Nathan Mateer registered with the SEC?

Yes. Nathan Mateer is registered as an investment adviser representative in TX (CRD 7283808), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Generations Financial Management manage?

Generations Financial Management reports $100M - $500M in assets under management.

### How do I contact Nathan Mateer?

Through Nathan's website, www.gfmrockwall.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.gfmrockwall.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.