Robert Schoonmaker
Matterhorn Financial Planning LLC · Pocatello, Idaho
Robert Schoonmaker is a fee-only financial advisor at Matterhorn Financial Planning LLC in Pocatello, Idaho, who holds the CFP, CPA and MAcc credentials. Robert charges hourly fees ($450 an hour and no asset minimum) and focuses on equity compensation and tax planning.
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Specialties
Facts
| Firm | Matterhorn Financial Planning LLC |
|---|---|
| Based in | Pocatello, Idaho |
| Fee model | Hourly |
| Fees (firm's website) | $450 an hour · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CPA · MAcc · RLP |
| SEC registration | Investment adviser representative in CA, ID, TX, UT · CRD 4746510 |
| Exams passed | Series 65 (2002) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | matterhornfp.com |
How Robert's firm compares
- The hourly rate is $450, above the US median of $300 for fee-only firms that publish prices.
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Questions about Robert
Is Robert Schoonmaker a fee-only financial advisor?
Yes. Robert Schoonmaker is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert charges hourly fees.
How much does Robert charge?
According to Matterhorn Financial Planning LLC's website, checked October 28, 2026: $450 an hour; no asset minimum.
Does Robert work with clients virtually?
Yes. Matterhorn Financial Planning LLC says on its website that it works with clients remotely.
Where is Robert Schoonmaker based?
Robert Schoonmaker is based in Pocatello, Idaho.
What does Robert specialize in?
Robert's specialties include equity compensation and tax planning.
What credentials does Robert Schoonmaker hold?
Robert Schoonmaker holds the CFP, CPA, MAcc and RLP credentials.
Is Robert Schoonmaker registered with the SEC?
Yes. Robert Schoonmaker is registered as an investment adviser representative in CA, ID, TX and UT (CRD 4746510), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Robert Schoonmaker?
Through Robert's website, matterhornfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Matterhorn Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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