Steven Matteson
Twin Tiers Consulting · Corning, New York
Steven Matteson is a fee-only financial advisor at Twin Tiers Consulting in Corning, New York. Twin Tiers Consulting reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Twin Tiers Consulting |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $24.0M across 164 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 2628492 |
| Exams passed | Series 63 (1995) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- Twin Tiers Consulting's average account is about $146,000, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Steven
Is Steven Matteson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Twin Tiers Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Twin Tiers Consulting, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Steven Matteson based?
Steven Matteson is based in Corning, New York.
Is Steven Matteson registered with the SEC?
Yes. Steven Matteson is registered as an investment adviser representative in NY and PA (CRD 2628492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twin Tiers Consulting manage?
Twin Tiers Consulting reports $24.0M across 164 accounts in assets under management.
How do I contact Steven Matteson?
Contact details aren't on file yet. Search for Twin Tiers Consulting.
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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