Perry Mattern
Mattern Capital Management · Lakewood, Colorado
Perry Mattern is a fee-only financial advisor at Mattern Capital Management in Lakewood, Colorado, who holds the CFP credential. Mattern Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mattern Capital Management |
|---|---|
| Based in | Lakewood, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.07B across 1,244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CO, TX · CRD 4168498 |
| Exams passed | Series 66 (2000) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.matterncapital.com |
| Profile |
How Perry's firm compares
- Mattern Capital Management's average account is about $863,000, from its Form ADV (assets managed divided by 1,244 accounts).
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Questions about Perry
Is Perry Mattern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Perry holds no broker registration, and Mattern Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Perry charge for financial advice?
Perry's firm, Mattern Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Perry Mattern based?
Perry Mattern is based in Lakewood, Colorado.
What credentials does Perry Mattern hold?
Perry Mattern holds the CFP credential.
Is Perry Mattern registered with the SEC?
Yes. Perry Mattern is registered as an investment adviser representative in AZ, CO and TX (CRD 4168498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mattern Capital Management manage?
Mattern Capital Management reports $1.07B across 1,244 accounts in assets under management.
How do I contact Perry Mattern?
Through Perry's website, www.matterncapital.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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