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Advisor

Nathan Mateer

Helping people understand their financial situation and showing them the real-world impact it has on their lives

Generations Financial Management · Heath, Texas

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.

Percentage of assetsOne-time planning feeFlat fee or retainer Fee-only Fiduciary CFP

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Specialties

Who they serve

  • HENRY (High Earners, Not Rich Yet)
  • High earners
  • Executives
  • Founders
  • Pre-retirees
  • Early-career professionals

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.

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Cash Flow Planning
  • College/Education Planning
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Investment Management
  • Retirement Planning
  • Social Security Planning
  • Tax Strategy
  • Wealth Management
  • Individual Tax Services
  • Debt Management
  • Charitable Giving
  • Financial Advice & Coaching
  • Portfolio Management
  • Risk Management
  • Stock Option Planning

Facts

FirmGenerations Financial Management
Based in Heath, Texas
Fee modelPercentage 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 clientsYes
Assets under management$100M - $500M
Firm founded2017
Firm size2 - 5 employees
CredentialsCFP
Investment approachActive management
SEC registration Investment adviser representative in TX · CRD 7283808
Exams passedSeries 65 (2020)
Firm size119 employees
Disclosures None reported
Websitewww.gfmrockwall.com
LinkedInProfile

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Questions about Nathan

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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